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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 | $113,569 | $64,719+75.5% | $112,249+1.2% | $68,486+65.8% |
| Participation rate | 93.7% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.8pp |
| Annual return | -19.25% | -11.40%-7.8pp | 27.48%-46.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $778 | $2,747-71.7% | $3,636-78.6% | $2,597-70.0% |
| Participant deferral / active EE | $6,905 | $3,565+93.7% | $4,729+46.0% | $4,028+71.4% |
| Admin fee / account holder | $2,090 | $5,232-60.0% | $6,412-67.4% | $5,404-61.3% |