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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 | $105,230 | $102,661+2.5% | $151,639-30.6% | $66,938+57.2% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.5%+6.9pp | 69.8%+24.6pp |
| Annual return | -15.13% | -10.81%-4.3pp | 3.34%-18.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,241 | $4,184+1.4% | $6,165-31.2% | $2,545+66.6% |
| Participant deferral / active EE | $12,219 | $6,645+83.9% | $8,363+46.1% | $4,238+188.3% |
| Admin fee / account holder | $2,268 | $630+259.7% | $11,613-80.5% | $594+282.1% |