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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 | $222,737 | $73,848+201.6% | $143,799+54.9% | $68,486+225.2% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -16.12% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $9,322 | $3,184+192.7% | $4,952+88.2% | $2,597+259.0% |
| Participant deferral / active EE | $8,283 | $3,385+144.7% | $5,638+46.9% | $4,028+105.7% |
| Admin fee / account holder | $18,587 | $5,755+223.0% | $14,677+26.6% | $5,404+244.0% |