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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 | $163,588 | $73,863+121.5% | $143,797+13.8% | $68,490+138.8% |
| Participation rate | 95.5% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.6pp |
| Annual return | -16.28% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $8,541 | $3,185+168.2% | $4,952+72.5% | $2,597+228.9% |
| Participant deferral / active EE | $4,924 | $3,385+45.5% | $5,638-12.7% | $4,028+22.3% |
| Admin fee / account holder | $14,630 | $5,756+154.2% | $14,679-0.3% | $5,403+170.8% |