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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 | $202,773 | $86,692+133.9% | $119,634+69.5% | $66,949+202.9% |
| Participation rate | 74.1% | 75.6%-1.5pp | 79.3%-5.2pp | 69.8%+4.3pp |
| Annual return | -17.95% | -8.00%-10.0pp | -14.98%-3.0pp | 1.57%-19.5pp |
| Employer contribution / active EE | $4,247 | $2,536+67.5% | $4,232+0.4% | $2,545+66.9% |
| Participant deferral / active EE | $9,009 | $4,360+106.6% | $5,601+60.8% | $4,239+112.5% |
| Admin fee / account holder | $18,619 | $755+2365.9% | $10,329+80.3% | $594+3036.7% |