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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 | $207,958 | $48,235+331.1% | $68,803+202.3% | $68,490+203.6% |
| Participation rate | 87.5% | 60.7%+26.8pp | 69.0%+18.5pp | 67.9%+19.6pp |
| Annual return | -16.53% | -12.70%-3.8pp | -6.37%-10.2pp | -7.85%-8.7pp |
| Employer contribution / active EE | $8,612 | $1,829+371.0% | $2,656+224.3% | $2,597+231.7% |
| Participant deferral / active EE | $6,507 | $2,867+127.0% | $3,942+65.1% | $4,028+61.6% |
| Admin fee / account holder | $14,533 | $4,361+233.2% | $4,936+194.4% | $5,403+169.0% |