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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 | $202,322 | $73,863+173.9% | $143,797+40.7% | $68,490+195.4% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -19.14% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $9,826 | $3,185+208.5% | $4,952+98.4% | $2,597+278.4% |
| Participant deferral / active EE | $7,651 | $3,385+126.0% | $5,638+35.7% | $4,028+89.9% |
| Admin fee / account holder | $13,905 | $5,756+141.6% | $14,679-5.3% | $5,403+157.4% |