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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 | $207,938 | $48,235+331.1% | $68,803+202.2% | $68,490+203.6% |
| Participation rate | 89.2% | 60.7%+28.5pp | 69.0%+20.2pp | 67.9%+21.3pp |
| Annual return | -15.27% | -12.70%-2.6pp | -6.37%-8.9pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,452 | $1,829+88.8% | $2,656+30.0% | $2,597+32.9% |
| Participant deferral / active EE | $7,132 | $2,867+148.8% | $3,942+80.9% | $4,028+77.1% |
| Admin fee / account holder | $59,765 | $4,361+1270.4% | $4,936+1110.9% | $5,403+1006.2% |