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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 | $200,250 | $73,863+171.1% | $143,797+39.3% | $68,490+192.4% |
| Participation rate | 87.8% | 66.7%+21.1pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -16.64% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $10,156 | $3,185+218.9% | $4,952+105.1% | $2,597+291.1% |
| Participant deferral / active EE | $4,212 | $3,385+24.4% | $5,638-25.3% | $4,028+4.6% |
| Admin fee / account holder | $19,413 | $5,756+237.3% | $14,679+32.2% | $5,403+259.3% |