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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 | $109,016 | $53,162+105.1% | $91,225+19.5% | $68,486+59.2% |
| Participation rate | 86.8% | 63.2%+23.6pp | 73.2%+13.6pp | 67.9%+18.9pp |
| Annual return | -13.93% | -3.14%-10.8pp | 114.12%-128.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,463 | $1,709-14.4% | $2,851-48.7% | $2,597-43.6% |
| Participant deferral / active EE | $2,477 | $2,974-16.7% | $4,233-41.5% | $4,028-38.5% |
| Admin fee / account holder | $823 | $4,493-81.7% | $5,422-84.8% | $5,404-84.8% |