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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 | $110,092 | $73,863+49.0% | $143,797-23.4% | $68,490+60.7% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -11.78% | 0.91%-12.7pp | -0.04%-11.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $5,397 | $3,185+69.5% | $4,952+9.0% | $2,597+107.8% |
| Participant deferral / active EE | $4,397 | $3,385+29.9% | $5,638-22.0% | $4,028+9.2% |
| Admin fee / account holder | $5,623 | $5,756-2.3% | $14,679-61.7% | $5,403+4.1% |