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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 | $158,146 | $110,083+43.7% | $151,639+4.3% | $68,486+130.9% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -4.12% | -10.12%+6.0pp | 3.34%-7.5pp | -7.85%+3.7pp |
| Employer contribution / active EE | $7,546 | $4,470+68.8% | $6,165+22.4% | $2,597+190.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,054 | $7,718-8.6% | $11,613-39.3% | $5,404+30.5% |