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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 | $198,917 | $64,719+207.4% | $112,249+77.2% | $68,486+190.5% |
| Participation rate | 98.2% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.3pp |
| Annual return | -15.75% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $9,019 | $2,747+228.4% | $3,636+148.1% | $2,597+247.3% |
| Participant deferral / active EE | $4,515 | $3,565+26.7% | $4,729-4.5% | $4,028+12.1% |
| Admin fee / account holder | $39,577 | $5,232+656.4% | $6,412+517.2% | $5,404+632.4% |