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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 | $143,645 | $49,280+191.5% | $67,313+113.4% | $64,173+123.8% |
| Participation rate | 93.3% | 60.8%+32.5pp | 69.1%+24.3pp | 69.6%+23.8pp |
| Annual return | -7.04% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,207 | $1,668+331.9% | $2,566+180.9% | $2,381+202.7% |
| Participant deferral / active EE | $5,890 | $2,484+137.1% | $3,568+65.1% | $3,470+69.7% |
| Admin fee / account holder | $8,006 | $3,863+107.3% | $4,507+77.6% | $4,887+63.8% |