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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 | $127,775 | $73,839+73.0% | $143,788-11.1% | $68,495+86.5% |
| Participation rate | 83.9% | 66.7%+17.2pp | 80.3%+3.6pp | 67.9%+16.0pp |
| Annual return | -13.52% | 1.01%-14.5pp | -0.03%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $6,935 | $3,184+117.8% | $4,952+40.1% | $2,596+167.1% |
| Participant deferral / active EE | $12,373 | $3,384+265.6% | $5,638+119.5% | $4,028+207.2% |
| Admin fee / account holder | $5,236 | $5,755-9.0% | $14,675-64.3% | $5,403-3.1% |