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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 | $156,373 | $71,873+117.6% | $86,698+80.4% | $68,490+128.3% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -18.41% | 3.54%-21.9pp | 35.96%-54.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $6,693 | $2,173+207.9% | $2,837+135.9% | $2,597+157.7% |
| Participant deferral / active EE | $20,043 | $3,779+430.3% | $4,656+330.4% | $4,028+397.6% |
| Admin fee / account holder | $14,323 | $6,110+134.4% | $7,492+91.2% | $5,403+165.1% |