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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 | $241,054 | $73,848+226.4% | $143,799+67.6% | $68,486+252.0% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -19.27% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $7,707 | $3,184+142.0% | $4,952+55.6% | $2,597+196.8% |
| Participant deferral / active EE | $9,867 | $3,385+191.5% | $5,638+75.0% | $4,028+145.0% |
| Admin fee / account holder | $5,863 | $5,755+1.9% | $14,677-60.1% | $5,404+8.5% |