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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 | $142,266 | $110,083+29.2% | $151,639-6.2% | $68,486+107.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -17.68% | -10.12%-7.6pp | 3.34%-21.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $8,324 | $4,470+86.2% | $6,165+35.0% | $2,597+220.6% |
| Participant deferral / active EE | $12,857 | $6,526+97.0% | $8,363+53.7% | $4,028+219.2% |
| Admin fee / account holder | $10,434 | $7,718+35.2% | $11,613-10.2% | $5,404+93.1% |