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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 | $185,944 | $73,863+151.7% | $143,797+29.3% | $68,490+171.5% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -15.79% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $9,271 | $3,185+191.1% | $4,952+87.2% | $2,597+257.0% |
| Participant deferral / active EE | $9,300 | $3,385+174.8% | $5,638+64.9% | $4,028+130.9% |
| Admin fee / account holder | $7,140 | $5,756+24.0% | $14,679-51.4% | $5,403+32.2% |