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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 | $211,152 | $110,083+91.8% | $151,639+39.2% | $68,486+208.3% |
| Participation rate | 88.1% | 84.0%+4.1pp | 87.5%+0.6pp | 67.9%+20.2pp |
| Annual return | -17.89% | -10.12%-7.8pp | 3.34%-21.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $14,581 | $4,470+226.2% | $6,165+136.5% | $2,597+461.5% |
| Participant deferral / active EE | $20,144 | $6,526+208.7% | $8,363+140.9% | $4,028+400.2% |
| Admin fee / account holder | $10,400 | $7,718+34.8% | $11,613-10.4% | $5,404+92.5% |