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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 | $150,362 | $59,819+151.4% | $79,583+88.9% | $68,490+119.5% |
| Participation rate | 84.8% | 61.1%+23.7pp | 69.5%+15.3pp | 67.9%+16.9pp |
| Annual return | -16.81% | -12.30%-4.5pp | 0.16%-17.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $6,395 | $1,505+324.8% | $2,414+164.9% | $2,597+146.3% |
| Participant deferral / active EE | $6,389 | $3,025+111.2% | $3,986+60.3% | $4,028+58.6% |
| Admin fee / account holder | $2,586 | $4,835-46.5% | $6,835-62.2% | $5,403-52.1% |