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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 | $111,406 | $73,848+50.9% | $143,799-22.5% | $68,486+62.7% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -17.31% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,164 | $3,184-0.6% | $4,952-36.1% | $2,597+21.9% |
| Participant deferral / active EE | $7,448 | $3,385+120.1% | $5,638+32.1% | $4,028+84.9% |
| Admin fee / account holder | $9,593 | $5,755+66.7% | $14,677-34.6% | $5,404+77.5% |