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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 | $107,666 | $71,873+49.8% | $86,698+24.2% | $68,490+57.2% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | -13.29% | 3.54%-16.8pp | 35.96%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,701 | $3,779-28.5% | $4,656-42.0% | $4,028-32.9% |
| Admin fee / account holder | $5,134 | $6,110-16.0% | $7,492-31.5% | $5,403-5.0% |