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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 | $189,566 | $77,816+143.6% | $123,552+53.4% | $64,173+195.4% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.7pp |
| Annual return | -2.62% | 12.49%-15.1pp | 119.20%-121.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $7,704 | $3,014+155.6% | $4,628+66.5% | $2,381+223.6% |
| Participant deferral / active EE | $9,053 | $5,240+72.8% | $6,426+40.9% | $3,470+160.9% |
| Admin fee / account holder | $1,649 | $5,519-70.1% | $9,285-82.2% | $4,887-66.3% |