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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 | $185,146 | $71,873+157.6% | $86,698+113.6% | $68,490+170.3% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -10.11% | 3.54%-13.6pp | 35.96%-46.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $6,298 | $2,173+189.8% | $2,837+122.0% | $2,597+142.6% |
| Participant deferral / active EE | $9,027 | $3,779+138.9% | $4,656+93.9% | $4,028+124.1% |
| Admin fee / account holder | $15,020 | $6,110+145.8% | $7,492+100.5% | $5,403+178.0% |