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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 | $145,844 | $110,083+32.5% | $151,639-3.8% | $68,486+113.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -16.66% | -10.12%-6.5pp | 3.34%-20.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $7,562 | $4,470+69.2% | $6,165+22.7% | $2,597+191.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,170 | $7,718+57.7% | $11,613+4.8% | $5,404+125.2% |