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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 | $151,753 | $48,235+214.6% | $68,803+120.6% | $68,490+121.6% |
| Participation rate | 92.6% | 60.7%+31.9pp | 69.0%+23.6pp | 67.9%+24.7pp |
| Annual return | -13.64% | -12.70%-0.9pp | -6.37%-7.3pp | -7.85%-5.8pp |
| Employer contribution / active EE | $9,983 | $1,829+445.9% | $2,656+275.9% | $2,597+284.5% |
| Participant deferral / active EE | $6,670 | $2,867+132.7% | $3,942+69.2% | $4,028+65.6% |
| Admin fee / account holder | $4,385 | $4,361+0.6% | $4,936-11.2% | $5,403-18.8% |