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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 | $146,072 | $73,863+97.8% | $143,797+1.6% | $68,490+113.3% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -11.23% | 0.91%-12.1pp | -0.04%-11.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $12,575 | $3,185+294.8% | $4,952+153.9% | $2,597+384.3% |
| Participant deferral / active EE | $8,693 | $3,385+156.8% | $5,638+54.2% | $4,028+115.8% |
| Admin fee / account holder | $33,537 | $5,756+482.6% | $14,679+128.5% | $5,403+520.7% |