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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 | $154,769 | $53,162+191.1% | $91,227+69.7% | $68,490+126.0% |
| Participation rate | 82.6% | 63.2%+19.4pp | 73.2%+9.4pp | 67.9%+14.7pp |
| Annual return | -18.95% | -3.14%-15.8pp | 114.14%-133.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,615 | $1,709-5.5% | $2,851-43.4% | $2,597-37.8% |
| Participant deferral / active EE | $10,696 | $2,974+259.7% | $4,234+152.6% | $4,028+165.6% |
| Admin fee / account holder | $7,496 | $4,493+66.8% | $5,423+38.2% | $5,403+38.7% |