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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 | $241,771 | $73,863+227.3% | $143,797+68.1% | $68,490+253.0% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -12.66% | 0.91%-13.6pp | -0.04%-12.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $4,609 | $3,185+44.7% | $4,952-6.9% | $2,597+77.5% |
| Participant deferral / active EE | $7,031 | $3,385+107.7% | $5,638+24.7% | $4,028+74.6% |
| Admin fee / account holder | $53,483 | $5,756+829.2% | $14,679+264.3% | $5,403+889.9% |