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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 | $234,965 | $73,863+218.1% | $143,797+63.4% | $68,490+243.1% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -12.31% | 0.91%-13.2pp | -0.04%-12.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $14,270 | $3,185+348.1% | $4,952+188.1% | $2,597+449.5% |
| Participant deferral / active EE | $7,506 | $3,385+121.8% | $5,638+33.1% | $4,028+86.4% |
| Admin fee / account holder | $17,486 | $5,756+203.8% | $14,679+19.1% | $5,403+223.6% |