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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 | $96,141 | $73,863+30.2% | $143,797-33.1% | $68,490+40.4% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -15.93% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,562 | $3,185-19.6% | $4,952-48.3% | $2,597-1.3% |
| Participant deferral / active EE | $6,631 | $3,385+95.9% | $5,638+17.6% | $4,028+64.6% |
| Admin fee / account holder | $1,440 | $5,756-75.0% | $14,679-90.2% | $5,403-73.4% |