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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 | $142,599 | $73,863+93.1% | $143,797-0.8% | $68,490+108.2% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -17.74% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $7,183 | $3,185+125.5% | $4,952+45.0% | $2,597+176.6% |
| Participant deferral / active EE | $5,816 | $3,385+71.8% | $5,638+3.2% | $4,028+44.4% |
| Admin fee / account holder | $16,688 | $5,756+189.9% | $14,679+13.7% | $5,403+208.9% |