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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 | $154,124 | $59,813+157.7% | $79,580+93.7% | $68,486+125.0% |
| Participation rate | 72.1% | 61.1%+11.0pp | 69.5%+2.6pp | 67.9%+4.2pp |
| Annual return | -17.65% | -12.30%-5.4pp | 0.15%-17.8pp | -7.85%-9.8pp |
| Employer contribution / active EE | $6,614 | $1,505+339.4% | $2,413+174.1% | $2,597+154.7% |
| Participant deferral / active EE | $5,385 | $3,024+78.1% | $3,985+35.1% | $4,028+33.7% |
| Admin fee / account holder | $10,655 | $4,835+120.4% | $6,835+55.9% | $5,404+97.2% |