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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 | $158,087 | $73,863+114.0% | $143,797+9.9% | $68,490+130.8% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.5pp |
| Annual return | -18.18% | 0.91%-19.1pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $5,867 | $3,185+84.2% | $4,952+18.5% | $2,597+125.9% |
| Participant deferral / active EE | $6,026 | $3,385+78.0% | $5,638+6.9% | $4,028+49.6% |
| Admin fee / account holder | $13,223 | $5,756+129.7% | $14,679-9.9% | $5,403+144.7% |