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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 | $176,561 | $73,863+139.0% | $143,797+22.8% | $68,490+157.8% |
| Participation rate | 91.4% | 66.7%+24.7pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -16.78% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $8,370 | $3,185+162.8% | $4,952+69.0% | $2,597+222.3% |
| Participant deferral / active EE | $4,881 | $3,385+44.2% | $5,638-13.4% | $4,028+21.2% |
| Admin fee / account holder | $4,588 | $5,756-20.3% | $14,679-68.7% | $5,403-15.1% |