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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 | $187,417 | $71,873+160.8% | $86,698+116.2% | $68,490+173.6% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.7pp | 67.9%+15.4pp |
| Annual return | -16.86% | 3.54%-20.4pp | 35.96%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $10,760 | $2,173+395.1% | $2,837+279.3% | $2,597+314.4% |
| Participant deferral / active EE | $7,229 | $3,779+91.3% | $4,656+55.2% | $4,028+79.5% |
| Admin fee / account holder | $8,533 | $6,110+39.6% | $7,492+13.9% | $5,403+57.9% |