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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 | $145,397 | $73,848+96.9% | $143,799+1.1% | $68,486+112.3% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -18.61% | 0.91%-19.5pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $9,483 | $3,184+197.8% | $4,952+91.5% | $2,597+265.2% |
| Participant deferral / active EE | $5,863 | $3,385+73.2% | $5,638+4.0% | $4,028+45.6% |
| Admin fee / account holder | $5,105 | $5,755-11.3% | $14,677-65.2% | $5,404-5.5% |