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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 | $213,707 | $72,404+195.2% | $110,243+93.8% | $64,173+233.0% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.6%+16.5pp |
| Annual return | -3.62% | -6.29%+2.7pp | 314.76%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,471 | $2,282+52.2% | $3,827-9.3% | $2,381+45.8% |
| Participant deferral / active EE | $5,633 | $3,469+62.4% | $4,672+20.6% | $3,470+62.4% |
| Admin fee / account holder | $22,475 | $5,664+296.8% | $8,548+162.9% | $4,887+359.9% |