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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 | $73,867+221.2% | $143,770+65.0% | $68,498+246.4% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -14.07% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $10,214 | $3,184+220.8% | $4,951+106.3% | $2,596+293.4% |
| Participant deferral / active EE | $7,731 | $3,384+128.4% | $5,638+37.1% | $4,027+92.0% |
| Admin fee / account holder | $11,383 | $5,755+97.8% | $14,673-22.4% | $5,403+110.7% |