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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 | $224,300 | $73,863+203.7% | $143,797+56.0% | $68,490+227.5% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -15.37% | 0.91%-16.3pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $18,045 | $3,185+466.6% | $4,952+264.4% | $2,597+594.9% |
| Participant deferral / active EE | $17,704 | $3,385+423.0% | $5,638+214.0% | $4,028+339.5% |
| Admin fee / account holder | $22,538 | $5,756+291.6% | $14,679+53.5% | $5,403+317.1% |