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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 | $164,761 | $73,863+123.1% | $143,797+14.6% | $68,490+140.6% |
| Participation rate | 82.4% | 66.7%+15.7pp | 80.3%+2.0pp | 67.9%+14.5pp |
| Annual return | -17.03% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $10,983 | $3,185+244.9% | $4,952+121.8% | $2,597+323.0% |
| Participant deferral / active EE | $6,152 | $3,385+81.8% | $5,638+9.1% | $4,028+52.7% |
| Admin fee / account holder | $26,989 | $5,756+368.9% | $14,679+83.9% | $5,403+399.5% |