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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 | $217,282 | $73,019+197.6% | $90,766+139.4% | $68,490+217.2% |
| Participation rate | 93.3% | 70.8%+22.5pp | 75.7%+17.6pp | 67.9%+25.4pp |
| Annual return | -14.60% | -13.81%-0.8pp | -12.16%-2.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $7,030 | $2,193+220.6% | $2,922+140.6% | $2,597+170.7% |
| Participant deferral / active EE | $7,428 | $3,626+104.8% | $4,565+62.7% | $4,028+84.4% |
| Admin fee / account holder | $1,280 | $5,897-78.3% | $8,446-84.8% | $5,403-76.3% |