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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 | $164,472 | $42,910+283.3% | $60,919+170.0% | $68,490+140.1% |
| Participation rate | 94.1% | 66.8%+27.4pp | 73.1%+21.0pp | 67.9%+26.2pp |
| Annual return | -14.49% | -13.99%-0.5pp | 16.96%-31.5pp | -7.85%-6.6pp |
| Employer contribution / active EE | $8,471 | $1,978+328.2% | $2,704+213.3% | $2,597+226.2% |
| Participant deferral / active EE | $7,412 | $2,866+158.6% | $3,814+94.3% | $4,028+84.0% |
| Admin fee / account holder | $11,058 | $3,104+256.2% | $3,228+242.6% | $5,403+104.7% |