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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 | $147,947 | $73,863+100.3% | $143,797+2.9% | $68,490+116.0% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -19.01% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $5,979 | $3,185+87.7% | $4,952+20.7% | $2,597+130.3% |
| Participant deferral / active EE | $10,271 | $3,385+203.5% | $5,638+82.2% | $4,028+155.0% |
| Admin fee / account holder | $5,042 | $5,756-12.4% | $14,679-65.7% | $5,403-6.7% |