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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 | $141,082 | $73,863+91.0% | $143,797-1.9% | $68,490+106.0% |
| Participation rate | 90.1% | 66.7%+23.4pp | 80.3%+9.8pp | 67.9%+22.2pp |
| Annual return | -15.92% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $5,558 | $3,185+74.5% | $4,952+12.2% | $2,597+114.1% |
| Participant deferral / active EE | $5,739 | $3,385+69.6% | $5,638+1.8% | $4,028+42.5% |
| Admin fee / account holder | $2,325 | $5,756-59.6% | $14,679-84.2% | $5,403-57.0% |