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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 | $223,652 | $73,848+202.9% | $143,799+55.5% | $68,486+226.6% |
| Participation rate | 84.3% | 66.7%+17.7pp | 80.3%+4.0pp | 67.9%+16.4pp |
| Annual return | -16.64% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $10,164 | $3,184+219.2% | $4,952+105.2% | $2,597+291.4% |
| Participant deferral / active EE | $6,036 | $3,385+78.4% | $5,638+7.1% | $4,028+49.9% |
| Admin fee / account holder | $11,177 | $5,755+94.2% | $14,677-23.8% | $5,404+106.8% |