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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 | $107,939 | $42,910+151.5% | $60,919+77.2% | $68,490+57.6% |
| Participation rate | 97.1% | 66.8%+30.3pp | 73.1%+24.0pp | 67.9%+29.2pp |
| Annual return | -14.55% | -13.99%-0.6pp | 16.96%-31.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $4,859 | $1,978+145.6% | $2,704+79.7% | $2,597+87.1% |
| Participant deferral / active EE | $4,069 | $2,866+42.0% | $3,814+6.7% | $4,028+1.0% |
| Admin fee / account holder | $4,541 | $3,104+46.3% | $3,228+40.7% | $5,403-15.9% |