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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 | $130,028 | $42,383+206.8% | $76,518+69.9% | $64,173+102.6% |
| Participation rate | 73.1% | 58.1%+14.9pp | 68.0%+5.1pp | 69.6%+3.5pp |
| Annual return | -6.96% | -16.54%+9.6pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,868 | $1,563+83.5% | $2,647+8.3% | $2,381+20.5% |
| Participant deferral / active EE | $8,935 | $2,566+248.2% | $3,836+132.9% | $3,470+157.5% |
| Admin fee / account holder | $1,154 | $3,198-63.9% | $4,849-76.2% | $4,887-76.4% |