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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 | $193,401 | $58,587+230.1% | $83,322+132.1% | $64,173+201.4% |
| Participation rate | 97.9% | 72.0%+25.9pp | 77.8%+20.2pp | 69.6%+28.3pp |
| Annual return | -4.31% | 9.65%-14.0pp | 10.64%-14.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $16,571 | $2,098+689.7% | $3,379+390.4% | $2,381+596.0% |
| Participant deferral / active EE | $15,827 | $4,654+240.0% | $5,565+184.4% | $3,470+356.1% |
| Admin fee / account holder | $18,950 | $9,279+104.2% | $7,540+151.3% | $4,887+287.7% |