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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 | $207,753 | $42,383+390.2% | $76,518+171.5% | $64,173+223.7% |
| Participation rate | 98.6% | 58.1%+40.5pp | 68.0%+30.6pp | 69.6%+29.1pp |
| Annual return | -2.41% | -16.54%+14.1pp | -0.27%-2.1pp | 7.63%-10.0pp |
| Employer contribution / active EE | $7,617 | $1,563+387.3% | $2,647+187.7% | $2,381+219.9% |
| Participant deferral / active EE | $7,026 | $2,566+173.8% | $3,836+83.2% | $3,470+102.5% |
| Admin fee / account holder | $2,114 | $3,198-33.9% | $4,849-56.4% | $4,887-56.7% |