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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 | $88,541 | $73,863+19.9% | $143,797-38.4% | $68,490+29.3% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -16.43% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $8,433 | $3,185+164.8% | $4,952+70.3% | $2,597+224.7% |
| Participant deferral / active EE | $2,727 | $3,385-19.4% | $5,638-51.6% | $4,028-32.3% |
| Admin fee / account holder | $12,024 | $5,756+108.9% | $14,679-18.1% | $5,403+122.5% |