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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 | $138,504 | $73,863+87.5% | $143,797-3.7% | $68,490+102.2% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -16.21% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $8,005 | $3,185+151.4% | $4,952+61.6% | $2,597+208.3% |
| Participant deferral / active EE | $7,526 | $3,385+122.4% | $5,638+33.5% | $4,028+86.9% |
| Admin fee / account holder | $2,732 | $5,756-52.5% | $14,679-81.4% | $5,403-49.4% |