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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 | $184,290 | $73,863+149.5% | $143,797+28.2% | $68,490+169.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -15.56% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $18,571 | $3,185+483.1% | $4,952+275.0% | $2,597+615.2% |
| Participant deferral / active EE | $17,042 | $3,385+403.5% | $5,638+202.3% | $4,028+323.1% |
| Admin fee / account holder | $1,119 | $5,756-80.6% | $14,679-92.4% | $5,403-79.3% |