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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 | $207,714 | $110,083+88.7% | $151,645+37.0% | $68,490+203.3% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -16.64% | -10.12%-6.5pp | 3.34%-20.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $7,484 | $4,470+67.4% | $6,165+21.4% | $2,597+188.2% |
| Participant deferral / active EE | $14,632 | $6,526+124.2% | $8,363+75.0% | $4,028+263.3% |
| Admin fee / account holder | $748 | $7,718-90.3% | $11,614-93.6% | $5,403-86.2% |