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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 | $151,238 | $73,863+104.8% | $143,797+5.2% | $68,490+120.8% |
| Participation rate | 96.1% | 66.7%+29.4pp | 80.3%+15.8pp | 67.9%+28.2pp |
| Annual return | -11.99% | 0.91%-12.9pp | -0.04%-11.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $8,643 | $3,185+171.4% | $4,952+74.5% | $2,597+232.9% |
| Participant deferral / active EE | $5,852 | $3,385+72.9% | $5,638+3.8% | $4,028+45.3% |
| Admin fee / account holder | $2,173 | $5,756-62.3% | $14,679-85.2% | $5,403-59.8% |