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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,797 | $73,019+123.0% | $90,766+79.4% | $68,490+137.7% |
| Participation rate | 86.0% | 70.8%+15.1pp | 75.7%+10.3pp | 67.9%+18.1pp |
| Annual return | -14.93% | -13.81%-1.1pp | -12.16%-2.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,278 | $2,193+140.7% | $2,922+80.6% | $2,597+103.2% |
| Participant deferral / active EE | $8,236 | $3,626+127.1% | $4,565+80.4% | $4,028+104.5% |
| Admin fee / account holder | $17,525 | $5,897+197.2% | $8,446+107.5% | $5,403+224.4% |