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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 | $73,863+237.1% | $143,797+73.1% | $68,490+263.5% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -14.89% | 0.91%-15.8pp | -0.04%-14.9pp | -7.85%-7.0pp |
| Employer contribution / active EE | $8,562 | $3,185+168.8% | $4,952+72.9% | $2,597+229.7% |
| Participant deferral / active EE | $5,490 | $3,385+62.2% | $5,638-2.6% | $4,028+36.3% |
| Admin fee / account holder | $2,197 | $5,756-61.8% | $14,679-85.0% | $5,403-59.3% |