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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 | $118,087 | $73,863+59.9% | $143,797-17.9% | $68,490+72.4% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -16.43% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $5,959 | $3,185+87.1% | $4,952+20.3% | $2,597+129.5% |
| Participant deferral / active EE | $8,686 | $3,385+156.6% | $5,638+54.1% | $4,028+115.7% |
| Admin fee / account holder | $2,641 | $5,756-54.1% | $14,679-82.0% | $5,403-51.1% |