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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 | $233,515 | $73,848+216.2% | $143,799+62.4% | $68,486+241.0% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -17.98% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $5,658 | $3,184+77.7% | $4,952+14.3% | $2,597+117.9% |
| Participant deferral / active EE | $10,872 | $3,385+221.2% | $5,638+92.8% | $4,028+170.0% |
| Admin fee / account holder | $6,241 | $5,755+8.4% | $14,677-57.5% | $5,404+15.5% |