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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 | $221,844 | $73,848+200.4% | $143,799+54.3% | $68,486+223.9% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -17.95% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $15,494 | $3,184+386.6% | $4,952+212.9% | $2,597+496.7% |
| Participant deferral / active EE | $9,790 | $3,385+189.3% | $5,638+73.6% | $4,028+143.1% |
| Admin fee / account holder | $41,817 | $5,755+626.6% | $14,677+184.9% | $5,404+673.8% |