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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 | $247,706 | $72,388+242.2% | $111,392+122.4% | $64,173+286.0% |
| Participation rate | 93.2% | 70.5%+22.7pp | 78.9%+14.3pp | 69.6%+23.6pp |
| Annual return | -4.58% | -1.50%-3.1pp | -2.06%-2.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $21,402 | $3,000+613.5% | $4,328+394.5% | $2,381+798.9% |
| Participant deferral / active EE | $5,081 | $4,241+19.8% | $5,567-8.7% | $3,470+46.4% |
| Admin fee / account holder | $17,020 | $5,719+197.6% | $12,266+38.8% | $4,887+248.3% |