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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 | $200,057 | $73,848+170.9% | $143,799+39.1% | $68,486+192.1% |
| Participation rate | 98.7% | 66.7%+32.0pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -12.97% | 0.91%-13.9pp | -0.04%-12.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $11,963 | $3,184+275.7% | $4,952+141.6% | $2,597+360.7% |
| Participant deferral / active EE | $15,368 | $3,385+354.1% | $5,638+172.6% | $4,028+281.6% |
| Admin fee / account holder | $7,241 | $5,755+25.8% | $14,677-50.7% | $5,404+34.0% |