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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 | $249,614 | $73,019+241.8% | $90,766+175.0% | $68,490+264.5% |
| Participation rate | 97.6% | 70.8%+26.8pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | -15.18% | -13.81%-1.4pp | -12.16%-3.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,617 | $2,193-26.3% | $2,922-44.7% | $2,597-37.7% |
| Participant deferral / active EE | $6,033 | $3,626+66.4% | $4,565+32.1% | $4,028+49.8% |
| Admin fee / account holder | $12,176 | $5,897+106.5% | $8,446+44.2% | $5,403+125.4% |