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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 | $236,373 | $71,872+228.9% | $86,691+172.7% | $68,495+245.1% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.0pp |
| Annual return | -7.15% | 3.53%-10.7pp | 35.94%-43.1pp | -7.84%+0.7pp |
| Employer contribution / active EE | $7,576 | $2,173+248.6% | $2,837+167.0% | $2,596+191.8% |
| Participant deferral / active EE | $3,304 | $3,779-12.6% | $4,656-29.0% | $4,028-18.0% |
| Admin fee / account holder | $20,909 | $6,112+242.1% | $7,492+179.1% | $5,403+287.0% |