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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 | $193,643 | $73,848+162.2% | $143,799+34.7% | $68,486+182.7% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -13.97% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $6,293 | $3,184+97.6% | $4,952+27.1% | $2,597+142.4% |
| Participant deferral / active EE | $7,110 | $3,385+110.1% | $5,638+26.1% | $4,028+76.5% |
| Admin fee / account holder | $5,438 | $5,755-5.5% | $14,677-63.0% | $5,404+0.6% |