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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 | $101,614 | $73,848+37.6% | $143,799-29.3% | $68,486+48.4% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -15.65% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $6,597 | $3,184+107.2% | $4,952+33.2% | $2,597+154.1% |
| Participant deferral / active EE | $13,019 | $3,385+284.6% | $5,638+130.9% | $4,028+223.2% |
| Admin fee / account holder | $8,401 | $5,755+46.0% | $14,677-42.8% | $5,404+55.5% |