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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 | $197,423 | $82,678+138.8% | $125,391+57.4% | $68,490+188.2% |
| Participation rate | 82.8% | 75.1%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.41%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,939 | $3,382+46.0% | $4,816+2.6% | $2,597+90.2% |
| Participant deferral / active EE | $13,658 | $6,111+123.5% | $7,448+83.4% | $4,028+239.1% |
| Admin fee / account holder | $809 | $6,277-87.1% | $10,009-91.9% | $5,403-85.0% |