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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 | $113,995 | $167,533-32.0% | $151,645-24.8% | $134,545-15.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -15.96% | 7.81%-23.8pp | 3.34%-19.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,607 | $6,828-76.5% | $6,165-73.9% | $4,742-66.1% |
| Participant deferral / active EE | $4,486 | $8,985-50.1% | $8,363-46.4% | $6,401-29.9% |
| Admin fee / account holder | $2,111 | $13,781-84.7% | $11,614-81.8% | $11,431-81.5% |