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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 | $89,828 | $71,873+25.0% | $86,698+3.6% | $68,490+31.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.16% | 3.54%-19.7pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,982 | $2,173+37.2% | $2,837+5.1% | $2,597+14.8% |
| Participant deferral / active EE | $3,685 | $3,779-2.5% | $4,656-20.9% | $4,028-8.5% |
| Admin fee / account holder | $11,130 | $6,110+82.1% | $7,492+48.6% | $5,403+106.0% |