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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 | $159,310 | $73,839+115.8% | $143,788+10.8% | $68,495+132.6% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -8.24% | 1.01%-9.2pp | -0.03%-8.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $10,268 | $3,184+222.5% | $4,952+107.4% | $2,596+295.4% |
| Participant deferral / active EE | $5,259 | $3,384+55.4% | $5,638-6.7% | $4,028+30.6% |
| Admin fee / account holder | $2,225 | $5,755-61.3% | $14,675-84.8% | $5,403-58.8% |