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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 | $199,841 | $71,873+178.0% | $86,698+130.5% | $68,490+191.8% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -12.82% | 3.54%-16.4pp | 35.96%-48.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,384 | $2,173+9.7% | $2,837-16.0% | $2,597-8.2% |
| Participant deferral / active EE | $7,701 | $3,779+103.8% | $4,656+65.4% | $4,028+91.2% |
| Admin fee / account holder | $16,869 | $6,110+176.1% | $7,492+125.2% | $5,403+212.2% |