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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 | $104,363 | $82,674+26.2% | $125,358-16.7% | $68,498+52.4% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.03%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,598 | $3,381-52.7% | $4,814-66.8% | $2,596-38.5% |
| Participant deferral / active EE | $15,230 | $6,111+149.2% | $7,447+104.5% | $4,027+278.2% |
| Admin fee / account holder | $10,918 | $6,276+74.0% | $10,007+9.1% | $5,403+102.1% |