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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 | $155,781 | $73,863+110.9% | $143,797+8.3% | $68,490+127.5% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -9.31% | 0.91%-10.2pp | -0.04%-9.3pp | -7.85%-1.5pp |
| Employer contribution / active EE | $6,391 | $3,185+100.7% | $4,952+29.0% | $2,597+146.1% |
| Participant deferral / active EE | $4,584 | $3,385+35.4% | $5,638-18.7% | $4,028+13.8% |
| Admin fee / account holder | $3,212 | $5,756-44.2% | $14,679-78.1% | $5,403-40.6% |