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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 | $241,782 | $110,083+119.6% | $151,639+59.4% | $68,486+253.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -14.97% | -10.12%-4.9pp | 3.34%-18.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $18,559 | $4,470+315.2% | $6,165+201.0% | $2,597+614.7% |
| Participant deferral / active EE | $15,931 | $6,526+144.1% | $8,363+90.5% | $4,028+295.5% |
| Admin fee / account holder | $11,185 | $7,718+44.9% | $11,613-3.7% | $5,404+107.0% |