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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 | $140,244 | $73,839+89.9% | $143,788-2.5% | $68,495+104.8% |
| Participation rate | 90.3% | 66.7%+23.6pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -15.36% | 1.01%-16.4pp | -0.03%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,644 | $3,184+108.7% | $4,952+34.2% | $2,596+155.9% |
| Participant deferral / active EE | $7,068 | $3,384+108.8% | $5,638+25.4% | $4,028+75.5% |
| Admin fee / account holder | $33,490 | $5,755+482.0% | $14,675+128.2% | $5,403+519.8% |