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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 | $141,887 | $73,839+92.2% | $143,788-1.3% | $68,495+107.1% |
| Participation rate | 89.5% | 66.7%+22.8pp | 80.3%+9.2pp | 67.9%+21.6pp |
| Annual return | -15.97% | 1.01%-17.0pp | -0.03%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $14,900 | $3,184+368.0% | $4,952+200.9% | $2,596+473.8% |
| Participant deferral / active EE | $10,087 | $3,384+198.0% | $5,638+78.9% | $4,028+150.4% |
| Admin fee / account holder | $14,298 | $5,755+148.5% | $14,675-2.6% | $5,403+164.6% |