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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 | $141,115 | $73,863+91.0% | $143,797-1.9% | $68,490+106.0% |
| Participation rate | 82.1% | 66.7%+15.4pp | 80.3%+1.7pp | 67.9%+14.2pp |
| Annual return | -16.39% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $9,305 | $3,185+192.2% | $4,952+87.9% | $2,597+258.3% |
| Participant deferral / active EE | $7,078 | $3,385+109.1% | $5,638+25.5% | $4,028+75.7% |
| Admin fee / account holder | $771 | $5,756-86.6% | $14,679-94.8% | $5,403-85.7% |