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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 | $183,394 | $73,863+148.3% | $143,797+27.5% | $68,490+167.8% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.0pp | 67.9%+30.5pp |
| Annual return | -13.90% | 0.91%-14.8pp | -0.04%-13.9pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,353 | $3,185-57.5% | $4,952-72.7% | $2,597-47.9% |
| Participant deferral / active EE | $8,372 | $3,385+147.3% | $5,638+48.5% | $4,028+107.9% |
| Admin fee / account holder | $18,395 | $5,756+219.6% | $14,679+25.3% | $5,403+240.5% |