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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 | $145,823 | $59,813+143.8% | $79,580+83.2% | $68,486+112.9% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.5%+28.4pp | 67.9%+30.0pp |
| Annual return | -14.50% | -12.30%-2.2pp | 0.15%-14.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $7,669 | $1,505+409.5% | $2,413+217.8% | $2,597+195.4% |
| Participant deferral / active EE | $7,644 | $3,024+152.8% | $3,985+91.8% | $4,028+89.8% |
| Admin fee / account holder | $16,348 | $4,835+238.1% | $6,835+139.2% | $5,404+202.5% |