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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 | $231,253 | $73,867+213.1% | $143,770+60.8% | $68,498+237.6% |
| Participation rate | 73.6% | 66.7%+6.9pp | 80.3%-6.7pp | 67.9%+5.7pp |
| Annual return | -17.54% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,057 | $3,184+27.4% | $4,951-18.1% | $2,596+56.2% |
| Participant deferral / active EE | $8,737 | $3,384+158.2% | $5,638+55.0% | $4,027+116.9% |
| Admin fee / account holder | $2,042 | $5,755-64.5% | $14,673-86.1% | $5,403-62.2% |