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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 | $244,959 | $73,863+231.6% | $143,797+70.4% | $68,490+257.7% |
| Participation rate | 89.6% | 66.7%+22.9pp | 80.3%+9.3pp | 67.9%+21.7pp |
| Annual return | -13.74% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $998 | $3,185-68.7% | $4,952-79.9% | $2,597-61.6% |
| Participant deferral / active EE | $5,937 | $3,385+75.4% | $5,638+5.3% | $4,028+47.4% |
| Admin fee / account holder | $8,601 | $5,756+49.4% | $14,679-41.4% | $5,403+59.2% |