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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 | $208,249 | $73,863+181.9% | $143,797+44.8% | $68,490+204.1% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -12.50% | 0.91%-13.4pp | -0.04%-12.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $6,189 | $3,185+94.3% | $4,952+25.0% | $2,597+138.3% |
| Participant deferral / active EE | $6,025 | $3,385+78.0% | $5,638+6.9% | $4,028+49.6% |
| Admin fee / account holder | $14,836 | $5,756+157.7% | $14,679+1.1% | $5,403+174.6% |