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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 | $227,705 | $73,863+208.3% | $143,797+58.4% | $68,490+232.5% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -14.80% | 0.91%-15.7pp | -0.04%-14.8pp | -7.85%-6.9pp |
| Employer contribution / active EE | $9,022 | $3,185+183.3% | $4,952+82.2% | $2,597+247.4% |
| Participant deferral / active EE | $6,415 | $3,385+89.5% | $5,638+13.8% | $4,028+59.3% |
| Admin fee / account holder | $3,632 | $5,756-36.9% | $14,679-75.3% | $5,403-32.8% |