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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 | $109,828 | $73,863+48.7% | $143,797-23.6% | $68,490+60.4% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -10.25% | 0.91%-11.2pp | -0.04%-10.2pp | -7.85%-2.4pp |
| Employer contribution / active EE | $6,917 | $3,185+117.2% | $4,952+39.7% | $2,597+166.4% |
| Participant deferral / active EE | $5,517 | $3,385+63.0% | $5,638-2.2% | $4,028+37.0% |
| Admin fee / account holder | $96,969 | $5,756+1584.7% | $14,679+560.6% | $5,403+1694.8% |