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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 | $231,253 | $73,863+213.1% | $143,797+60.8% | $68,490+237.6% |
| Participation rate | 73.6% | 66.7%+6.9pp | 80.3%-6.7pp | 67.9%+5.7pp |
| Annual return | -17.54% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,057 | $3,185+27.4% | $4,952-18.1% | $2,597+56.2% |
| Participant deferral / active EE | $8,737 | $3,385+158.1% | $5,638+55.0% | $4,028+116.9% |
| Admin fee / account holder | $2,042 | $5,756-64.5% | $14,679-86.1% | $5,403-62.2% |