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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 | $152,112 | $73,863+105.9% | $143,797+5.8% | $68,490+122.1% |
| Participation rate | 91.4% | 66.7%+24.8pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -18.88% | 0.91%-19.8pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $7,779 | $3,185+144.2% | $4,952+57.1% | $2,597+199.6% |
| Participant deferral / active EE | $4,759 | $3,385+40.6% | $5,638-15.6% | $4,028+18.1% |
| Admin fee / account holder | $21,217 | $5,756+268.6% | $14,679+44.5% | $5,403+292.7% |