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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 | $217,838 | $81,870+166.1% | $119,622+82.1% | $68,486+218.1% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -13.92% | -23.82%+9.9pp | -14.98%+1.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $5,063 | $2,692+88.1% | $4,232+19.6% | $2,597+95.0% |
| Participant deferral / active EE | $8,574 | $4,148+106.7% | $5,601+53.1% | $4,028+112.9% |
| Admin fee / account holder | $39,987 | $6,583+507.4% | $10,328+287.2% | $5,404+640.0% |