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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 | $156,730 | $73,863+112.2% | $143,797+9.0% | $68,490+128.8% |
| Participation rate | 89.3% | 66.7%+22.6pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -16.28% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $8,130 | $3,185+155.3% | $4,952+64.2% | $2,597+213.1% |
| Participant deferral / active EE | $6,952 | $3,385+105.4% | $5,638+23.3% | $4,028+72.6% |
| Admin fee / account holder | $4,018 | $5,756-30.2% | $14,679-72.6% | $5,403-25.6% |