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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 | $110,158 | $73,839+49.2% | $143,788-23.4% | $68,495+60.8% |
| Participation rate | 81.6% | 66.7%+14.9pp | 80.3%+1.3pp | 67.9%+13.7pp |
| Annual return | -18.41% | 1.01%-19.4pp | -0.03%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $5,321 | $3,184+67.1% | $4,952+7.5% | $2,596+104.9% |
| Participant deferral / active EE | $7,085 | $3,384+109.3% | $5,638+25.7% | $4,028+75.9% |
| Admin fee / account holder | $13,054 | $5,755+126.9% | $14,675-11.0% | $5,403+141.6% |