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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 | $248,973 | $73,839+237.2% | $143,788+73.2% | $68,495+263.5% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -14.89% | 1.01%-15.9pp | -0.03%-14.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $8,562 | $3,184+168.9% | $4,952+72.9% | $2,596+229.8% |
| Participant deferral / active EE | $5,490 | $3,384+62.2% | $5,638-2.6% | $4,028+36.3% |
| Admin fee / account holder | $2,197 | $5,755-61.8% | $14,675-85.0% | $5,403-59.3% |