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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 | $104,059 | $42,917+142.5% | $60,899+70.9% | $68,495+51.9% |
| Participation rate | 84.1% | 66.8%+17.3pp | 73.1%+11.0pp | 67.9%+16.2pp |
| Annual return | -15.39% | -13.99%-1.4pp | 16.92%-32.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $8,891 | $1,979+349.3% | $2,702+229.0% | $2,596+242.4% |
| Participant deferral / active EE | $7,303 | $2,867+154.8% | $3,817+91.3% | $4,028+81.3% |
| Admin fee / account holder | $22,672 | $3,102+630.8% | $3,225+603.0% | $5,403+319.6% |