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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 | $194,498 | $73,863+163.3% | $143,797+35.3% | $68,490+184.0% |
| Participation rate | 85.7% | 66.7%+19.0pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -16.21% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $5,343 | $3,185+67.8% | $4,952+7.9% | $2,597+105.8% |
| Participant deferral / active EE | $6,443 | $3,385+90.3% | $5,638+14.3% | $4,028+60.0% |
| Admin fee / account holder | $2,904 | $5,756-49.6% | $14,679-80.2% | $5,403-46.3% |