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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 | $182,573 | $73,839+147.3% | $143,788+27.0% | $68,495+166.5% |
| Participation rate | 97.9% | 66.7%+31.3pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -14.53% | 1.01%-15.5pp | -0.03%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $11,423 | $3,184+258.8% | $4,952+130.7% | $2,596+340.0% |
| Participant deferral / active EE | $5,697 | $3,384+68.3% | $5,638+1.0% | $4,028+41.5% |
| Admin fee / account holder | $9,929 | $5,755+72.5% | $14,675-32.3% | $5,403+83.8% |