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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 | $170,991 | $73,863+131.5% | $143,797+18.9% | $68,490+149.7% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -15.00% | 0.91%-15.9pp | -0.04%-15.0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,370 | $3,185-25.6% | $4,952-52.1% | $2,597-8.7% |
| Participant deferral / active EE | $5,859 | $3,385+73.1% | $5,638+3.9% | $4,028+45.5% |
| Admin fee / account holder | $2,918 | $5,756-49.3% | $14,679-80.1% | $5,403-46.0% |