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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 | $207,490 | $82,678+151.0% | $125,391+65.5% | $68,490+202.9% |
| Participation rate | 83.1% | 75.1%+8.0pp | 82.4%+0.7pp | 67.9%+15.2pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $6,939 | $3,382+105.1% | $4,816+44.1% | $2,597+167.2% |
| Participant deferral / active EE | $6,510 | $6,111+6.5% | $7,448-12.6% | $4,028+61.6% |
| Admin fee / account holder | $17,700 | $6,277+182.0% | $10,009+76.8% | $5,403+227.6% |