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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 | $177,401 | $81,870+116.7% | $119,634+48.3% | $68,490+159.0% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -16.80% | -23.82%+7.0pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $4,717 | $2,692+75.3% | $4,232+11.5% | $2,597+81.7% |
| Participant deferral / active EE | $12,057 | $4,148+190.7% | $5,601+115.3% | $4,028+199.4% |
| Admin fee / account holder | $5,519 | $6,583-16.2% | $10,329-46.6% | $5,403+2.1% |