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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 | $202,539 | $73,863+174.2% | $143,797+40.9% | $68,490+195.7% |
| Participation rate | 86.0% | 66.7%+19.3pp | 80.3%+5.7pp | 67.9%+18.1pp |
| Annual return | -17.46% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,116 | $3,185+186.2% | $4,952+84.1% | $2,597+251.1% |
| Participant deferral / active EE | $7,019 | $3,385+107.4% | $5,638+24.5% | $4,028+74.3% |
| Admin fee / account holder | $33,836 | $5,756+487.8% | $14,679+130.5% | $5,403+526.3% |