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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 | $193,067 | $73,848+161.4% | $143,799+34.3% | $68,486+181.9% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -16.54% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $10,807 | $3,184+239.4% | $4,952+118.2% | $2,597+316.2% |
| Participant deferral / active EE | $7,848 | $3,385+131.9% | $5,638+39.2% | $4,028+94.8% |
| Admin fee / account holder | $3,484 | $5,755-39.5% | $14,677-76.3% | $5,404-35.5% |