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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 | $182,213 | $71,872+153.5% | $86,691+110.2% | $68,495+166.0% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.6%+14.7pp | 67.9%+23.4pp |
| Annual return | -12.31% | 3.53%-15.8pp | 35.94%-48.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,838 | $2,173+76.6% | $2,837+35.3% | $2,596+47.8% |
| Participant deferral / active EE | $5,754 | $3,779+52.3% | $4,656+23.6% | $4,028+42.9% |
| Admin fee / account holder | $19,098 | $6,112+212.5% | $7,492+154.9% | $5,403+253.4% |