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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 | $43,347 | $42,383+2.3% | $76,518-43.4% | $64,173-32.5% |
| Participation rate | 83.3% | 58.1%+25.2pp | 68.0%+15.3pp | 69.6%+13.8pp |
| Annual return | -8.91% | -16.54%+7.6pp | -0.27%-8.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $8,224 | $1,563+426.1% | $2,647+210.7% | $2,381+245.4% |
| Participant deferral / active EE | $11,701 | $2,566+355.9% | $3,836+205.1% | $3,470+237.2% |
| Admin fee / account holder | $9,630 | $3,198+201.1% | $4,849+98.6% | $4,887+97.0% |