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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 | $42,909+142.5% | $60,906+70.9% | $68,486+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 | 16.94%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $8,891 | $1,979+349.3% | $2,703+228.9% | $2,597+242.4% |
| Participant deferral / active EE | $7,303 | $2,866+154.8% | $3,814+91.5% | $4,028+81.3% |
| Admin fee / account holder | $22,672 | $3,104+630.4% | $3,227+602.6% | $5,404+319.6% |