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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 | $194,799 | $73,848+163.8% | $143,799+35.5% | $68,486+184.4% |
| Participation rate | 95.2% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.3pp |
| Annual return | -15.31% | 0.91%-16.2pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $7,726 | $3,184+142.6% | $4,952+56.0% | $2,597+197.6% |
| Participant deferral / active EE | $9,842 | $3,385+190.8% | $5,638+74.6% | $4,028+144.4% |
| Admin fee / account holder | $26,113 | $5,755+353.7% | $14,677+77.9% | $5,404+383.2% |