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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 | $248,434 | $62,589+296.9% | $76,768+223.6% | $64,173+287.1% |
| Participation rate | 95.9% | 72.8%+23.1pp | 77.0%+19.0pp | 69.6%+26.3pp |
| Annual return | -3.88% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $7,666 | $1,832+318.4% | $2,485+208.5% | $2,381+222.0% |
| Participant deferral / active EE | $6,271 | $3,145+99.4% | $3,852+62.8% | $3,470+80.7% |
| Admin fee / account holder | $21,588 | $4,667+362.6% | $6,675+223.4% | $4,887+341.7% |