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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 | $238,052 | $110,083+116.2% | $151,639+57.0% | $68,486+247.6% |
| Participation rate | 97.0% | 84.0%+13.0pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -17.66% | -10.12%-7.5pp | 3.34%-21.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $16,392 | $4,470+266.7% | $6,165+165.9% | $2,597+531.3% |
| Participant deferral / active EE | $10,812 | $6,526+65.7% | $8,363+29.3% | $4,028+168.5% |
| Admin fee / account holder | $318 | $7,718-95.9% | $11,613-97.3% | $5,404-94.1% |