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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 | $213,085 | $73,848+188.5% | $143,799+48.2% | $68,486+211.1% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -15.60% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.7pp |
| Employer contribution / active EE | $6,566 | $3,184+106.2% | $4,952+32.6% | $2,597+152.9% |
| Participant deferral / active EE | $6,575 | $3,385+94.3% | $5,638+16.6% | $4,028+63.2% |
| Admin fee / account holder | $2,898 | $5,755-49.6% | $14,677-80.3% | $5,404-46.4% |