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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 | $147,194 | $81,870+79.8% | $119,622+23.0% | $68,486+114.9% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.2pp | 67.9%+29.5pp |
| Annual return | -12.86% | -23.82%+11.0pp | -14.98%+2.1pp | -7.85%-5.0pp |
| Employer contribution / active EE | $7,351 | $2,692+173.1% | $4,232+73.7% | $2,597+183.1% |
| Participant deferral / active EE | $11,431 | $4,148+175.6% | $5,601+104.1% | $4,028+183.8% |
| Admin fee / account holder | $2,869 | $6,583-56.4% | $10,328-72.2% | $5,404-46.9% |