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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 | $213,043 | $81,870+160.2% | $119,634+78.1% | $68,490+211.1% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -14.15% | -23.82%+9.7pp | -14.98%+0.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $7,398 | $2,692+174.8% | $4,232+74.8% | $2,597+184.9% |
| Participant deferral / active EE | $4,723 | $4,148+13.9% | $5,601-15.7% | $4,028+17.3% |
| Admin fee / account holder | $2,320 | $6,583-64.8% | $10,329-77.5% | $5,403-57.1% |