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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 | $169,943 | $59,819+184.1% | $79,583+113.5% | $68,490+148.1% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | -14.81% | -12.30%-2.5pp | 0.16%-15.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,175 | $1,505+177.3% | $2,414+73.0% | $2,597+60.8% |
| Participant deferral / active EE | $8,220 | $3,025+171.8% | $3,986+106.2% | $4,028+104.1% |
| Admin fee / account holder | $31,833 | $4,835+558.3% | $6,835+365.7% | $5,403+489.2% |