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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 | $237,841 | $110,083+116.1% | $151,645+56.8% | $68,490+247.3% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+7.0pp | 67.9%+26.5pp |
| Annual return | -16.20% | -10.12%-6.1pp | 3.34%-19.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $16,583 | $4,470+271.0% | $6,165+169.0% | $2,597+538.6% |
| Participant deferral / active EE | $16,253 | $6,526+149.0% | $8,363+94.4% | $4,028+303.5% |
| Admin fee / account holder | $3,192 | $7,718-58.6% | $11,614-72.5% | $5,403-40.9% |