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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 | $237,267 | $73,863+221.2% | $143,797+65.0% | $68,490+246.4% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -14.07% | 0.91%-15.0pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $10,214 | $3,185+220.7% | $4,952+106.3% | $2,597+293.4% |
| Participant deferral / active EE | $7,731 | $3,385+128.4% | $5,638+37.1% | $4,028+92.0% |
| Admin fee / account holder | $11,383 | $5,756+97.8% | $14,679-22.5% | $5,403+110.7% |