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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 | $88,015 | $73,863+19.2% | $143,797-38.8% | $68,490+28.5% |
| Participation rate | 95.8% | 66.7%+29.2pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -19.11% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $6,575 | $3,185+106.5% | $4,952+32.8% | $2,597+153.2% |
| Participant deferral / active EE | $3,288 | $3,385-2.9% | $5,638-41.7% | $4,028-18.4% |
| Admin fee / account holder | $2,822 | $5,756-51.0% | $14,679-80.8% | $5,403-47.8% |