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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 | $212,063 | $73,863+187.1% | $143,797+47.5% | $68,490+209.6% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -12.09% | 0.91%-13.0pp | -0.04%-12.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $7,680 | $3,185+141.2% | $4,952+55.1% | $2,597+195.8% |
| Participant deferral / active EE | $5,115 | $3,385+51.1% | $5,638-9.3% | $4,028+27.0% |
| Admin fee / account holder | $29,862 | $5,756+418.8% | $14,679+103.4% | $5,403+452.7% |