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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 | $239,864 | $73,848+224.8% | $143,799+66.8% | $68,486+250.2% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -16.62% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $10,899 | $3,184+242.2% | $4,952+120.1% | $2,597+319.7% |
| Participant deferral / active EE | $6,796 | $3,385+100.8% | $5,638+20.5% | $4,028+68.7% |
| Admin fee / account holder | $5,534 | $5,755-3.8% | $14,677-62.3% | $5,404+2.4% |