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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 | $162,572 | $48,267+236.8% | $68,808+136.3% | $68,486+137.4% |
| Participation rate | 97.4% | 60.7%+36.8pp | 69.0%+28.4pp | 67.9%+29.5pp |
| Annual return | -17.22% | -12.70%-4.5pp | -6.37%-10.9pp | -7.85%-9.4pp |
| Employer contribution / active EE | $6,898 | $1,829+277.1% | $2,656+159.7% | $2,597+165.7% |
| Participant deferral / active EE | $8,511 | $2,867+196.9% | $3,942+115.9% | $4,028+111.3% |
| Admin fee / account holder | $19,922 | $4,362+356.7% | $4,936+303.6% | $5,404+268.7% |