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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 | $198,034 | $110,083+79.9% | $151,645+30.6% | $68,490+189.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -16.36% | -10.12%-6.2pp | 3.34%-19.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $32,023 | $4,470+616.4% | $6,165+419.4% | $2,597+1133.2% |
| Participant deferral / active EE | $17,430 | $6,526+167.1% | $8,363+108.4% | $4,028+332.7% |
| Admin fee / account holder | $5,330 | $7,718-30.9% | $11,614-54.1% | $5,403-1.4% |