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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 | $217,743 | $73,863+194.8% | $143,797+51.4% | $68,490+217.9% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | -13.23% | 0.91%-14.1pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $10,376 | $3,185+225.8% | $4,952+109.5% | $2,597+299.6% |
| Participant deferral / active EE | $6,744 | $3,385+99.3% | $5,638+19.6% | $4,028+67.4% |
| Admin fee / account holder | $59,846 | $5,756+939.7% | $14,679+307.7% | $5,403+1007.7% |