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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 | $149,045 | $73,848+101.8% | $143,799+3.6% | $68,486+117.6% |
| Participation rate | 87.8% | 66.7%+21.1pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -16.57% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,642 | $3,184-17.0% | $4,952-46.6% | $2,597+1.8% |
| Participant deferral / active EE | $14,433 | $3,385+326.4% | $5,638+156.0% | $4,028+258.3% |
| Admin fee / account holder | $18,338 | $5,755+218.7% | $14,677+24.9% | $5,404+239.4% |