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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 | $178,745 | $73,848+142.0% | $143,799+24.3% | $68,486+161.0% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.7pp | 67.9%+25.2pp |
| Annual return | -13.10% | 0.91%-14.0pp | -0.04%-13.1pp | -7.85%-5.2pp |
| Employer contribution / active EE | $5,829 | $3,184+83.1% | $4,952+17.7% | $2,597+124.5% |
| Participant deferral / active EE | $5,747 | $3,385+69.8% | $5,638+1.9% | $4,028+42.7% |
| Admin fee / account holder | $8,272 | $5,755+43.7% | $14,677-43.6% | $5,404+53.1% |