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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 | $217,675 | $73,848+194.8% | $143,799+51.4% | $68,486+217.8% |
| Participation rate | 83.0% | 66.7%+16.4pp | 80.3%+2.7pp | 67.9%+15.1pp |
| Annual return | -19.28% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $6,018 | $3,184+89.0% | $4,952+21.5% | $2,597+131.8% |
| Participant deferral / active EE | $4,115 | $3,385+21.6% | $5,638-27.0% | $4,028+2.2% |
| Admin fee / account holder | $3,331 | $5,755-42.1% | $14,677-77.3% | $5,404-38.4% |