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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 | $167,349 | $73,863+126.6% | $143,797+16.4% | $68,490+144.3% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -16.34% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,020 | $3,185+26.2% | $4,952-18.8% | $2,597+54.8% |
| Participant deferral / active EE | $5,623 | $3,385+66.1% | $5,638-0.3% | $4,028+39.6% |
| Admin fee / account holder | $35,908 | $5,756+523.8% | $14,679+144.6% | $5,403+564.6% |