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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 | $160,980 | $73,863+117.9% | $143,797+11.9% | $68,490+135.0% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -17.29% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $13,609 | $3,185+327.3% | $4,952+174.8% | $2,597+424.1% |
| Participant deferral / active EE | $8,537 | $3,385+152.2% | $5,638+51.4% | $4,028+112.0% |
| Admin fee / account holder | $9,058 | $5,756+57.4% | $14,679-38.3% | $5,403+67.6% |