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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 | $225,964 | $73,863+205.9% | $143,797+57.1% | $68,490+229.9% |
| Participation rate | 77.4% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -10.64% | 0.91%-11.6pp | -0.04%-10.6pp | -7.85%-2.8pp |
| Employer contribution / active EE | $8,960 | $3,185+181.3% | $4,952+80.9% | $2,597+245.0% |
| Participant deferral / active EE | $7,384 | $3,385+118.1% | $5,638+31.0% | $4,028+83.3% |
| Admin fee / account holder | $24,683 | $5,756+328.8% | $14,679+68.2% | $5,403+356.9% |