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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 | $110,451 | $73,863+49.5% | $143,797-23.2% | $68,490+61.3% |
| Participation rate | 88.6% | 66.7%+21.9pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -19.11% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $4,072 | $3,185+27.8% | $4,952-17.8% | $2,597+56.8% |
| Participant deferral / active EE | $5,927 | $3,385+75.1% | $5,638+5.1% | $4,028+47.2% |
| Admin fee / account holder | $885 | $5,756-84.6% | $14,679-94.0% | $5,403-83.6% |