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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 | $247,022 | $73,019+238.3% | $90,766+172.2% | $68,490+260.7% |
| Participation rate | 84.9% | 70.8%+14.1pp | 75.7%+9.2pp | 67.9%+17.0pp |
| Annual return | -16.16% | -13.81%-2.3pp | -12.16%-4.0pp | -7.85%-8.3pp |
| Employer contribution / active EE | $4,245 | $2,193+93.6% | $2,922+45.3% | $2,597+63.5% |
| Participant deferral / active EE | $6,533 | $3,626+80.1% | $4,565+43.1% | $4,028+62.2% |
| Admin fee / account holder | $35,724 | $5,897+505.8% | $8,446+323.0% | $5,403+561.2% |