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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 | $143,086 | $73,848+93.8% | $143,799-0.5% | $68,486+108.9% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -15.71% | 0.91%-16.6pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $7,211 | $3,184+126.4% | $4,952+45.6% | $2,597+177.7% |
| Participant deferral / active EE | $11,161 | $3,385+229.8% | $5,638+98.0% | $4,028+177.1% |
| Admin fee / account holder | $14,794 | $5,755+157.1% | $14,677+0.8% | $5,404+173.8% |