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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 | $149,432 | $73,848+102.4% | $143,799+3.9% | $68,486+118.2% |
| Participation rate | 97.8% | 66.7%+31.1pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -13.75% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,067 | $3,184-66.5% | $4,952-78.5% | $2,597-58.9% |
| Participant deferral / active EE | $9,875 | $3,385+191.8% | $5,638+75.1% | $4,028+145.2% |
| Admin fee / account holder | $9,933 | $5,755+72.6% | $14,677-32.3% | $5,404+83.8% |