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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 | $145,137 | $73,863+96.5% | $143,797+0.9% | $68,490+111.9% |
| Participation rate | 89.6% | 66.7%+22.9pp | 80.3%+9.2pp | 67.9%+21.7pp |
| Annual return | -19.22% | 0.91%-20.1pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $7,339 | $3,185+130.4% | $4,952+48.2% | $2,597+182.6% |
| Participant deferral / active EE | $5,467 | $3,385+61.5% | $5,638-3.0% | $4,028+35.7% |
| Admin fee / account holder | $7,885 | $5,756+37.0% | $14,679-46.3% | $5,403+45.9% |