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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 | $177,092 | $73,863+139.8% | $143,797+23.2% | $68,490+158.6% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -14.23% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $7,848 | $3,185+146.4% | $4,952+58.5% | $2,597+202.2% |
| Participant deferral / active EE | $4,919 | $3,385+45.3% | $5,638-12.8% | $4,028+22.1% |
| Admin fee / account holder | $3,779 | $5,756-34.4% | $14,679-74.3% | $5,403-30.1% |