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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 | $236,760 | $110,083+115.1% | $151,645+56.1% | $68,490+245.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -18.28% | -10.12%-8.2pp | 3.34%-21.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $4,995 | $4,470+11.7% | $6,165-19.0% | $2,597+92.3% |
| Participant deferral / active EE | $17,383 | $6,526+166.3% | $8,363+107.9% | $4,028+331.6% |
| Admin fee / account holder | $915 | $7,718-88.1% | $11,614-92.1% | $5,403-83.1% |