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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 | $153,189 | $42,909+257.0% | $60,906+151.5% | $68,486+123.7% |
| Participation rate | 93.2% | 66.8%+26.4pp | 73.1%+20.1pp | 67.9%+25.3pp |
| Annual return | -12.43% | -13.99%+1.6pp | 16.94%-29.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $9,585 | $1,979+384.4% | $2,703+254.6% | $2,597+269.1% |
| Participant deferral / active EE | $7,819 | $2,866+172.8% | $3,814+105.0% | $4,028+94.1% |
| Admin fee / account holder | $8,294 | $3,104+167.2% | $3,227+157.0% | $5,404+53.5% |