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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 | $146,726 | $73,848+98.7% | $143,799+2.0% | $68,486+114.2% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.7pp |
| Annual return | -14.39% | 0.91%-15.3pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $5,756 | $3,184+80.7% | $4,952+16.2% | $2,597+121.7% |
| Participant deferral / active EE | $9,302 | $3,385+174.8% | $5,638+65.0% | $4,028+130.9% |
| Admin fee / account holder | $12,554 | $5,755+118.1% | $14,677-14.5% | $5,404+132.3% |