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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 | $101,240 | $46,697+116.8% | $117,529-13.9% | $68,490+47.8% |
| Participation rate | 86.5% | 56.8%+29.7pp | 70.6%+15.9pp | 67.9%+18.6pp |
| Annual return | -17.39% | -14.52%-2.9pp | 29.77%-47.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $7,143 | $1,506+374.4% | $4,179+70.9% | $2,597+175.1% |
| Participant deferral / active EE | $3,385 | $2,637+28.3% | $4,072-16.9% | $4,028-16.0% |
| Admin fee / account holder | $431 | $4,023-89.3% | $5,645-92.4% | $5,403-92.0% |