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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 | $160,764 | $73,863+117.7% | $143,797+11.8% | $68,490+134.7% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -17.44% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $8,394 | $3,185+163.6% | $4,952+69.5% | $2,597+223.2% |
| Participant deferral / active EE | $5,653 | $3,385+67.0% | $5,638+0.3% | $4,028+40.4% |
| Admin fee / account holder | $1,709 | $5,756-70.3% | $14,679-88.4% | $5,403-68.4% |