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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 | $91,976 | $73,863+24.5% | $143,797-36.0% | $68,490+34.3% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -18.75% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $9,152 | $3,185+187.4% | $4,952+84.8% | $2,597+252.4% |
| Participant deferral / active EE | $4,783 | $3,385+41.3% | $5,638-15.2% | $4,028+18.8% |
| Admin fee / account holder | $7,290 | $5,756+26.6% | $14,679-50.3% | $5,403+34.9% |