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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 | $185,418 | $79,633+132.8% | $93,786+97.7% | $68,490+170.7% |
| Participation rate | 97.4% | 75.4%+22.1pp | 81.0%+16.4pp | 67.9%+29.5pp |
| Annual return | -14.62% | -0.10%-14.5pp | -11.32%-3.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $8,411 | $3,665+129.5% | $4,328+94.3% | $2,597+223.9% |
| Participant deferral / active EE | $7,670 | $5,158+48.7% | $6,100+25.7% | $4,028+90.4% |
| Admin fee / account holder | $31,653 | $6,871+360.7% | $7,184+340.6% | $5,403+485.9% |