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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 | $196,088 | $110,083+78.1% | $151,645+29.3% | $68,490+186.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -16.49% | -10.12%-6.4pp | 3.34%-19.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $15,885 | $4,470+255.4% | $6,165+157.7% | $2,597+511.7% |
| Participant deferral / active EE | $13,251 | $6,526+103.0% | $8,363+58.4% | $4,028+229.0% |
| Admin fee / account holder | $32,196 | $7,718+317.2% | $11,614+177.2% | $5,403+495.9% |