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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 | $120,273 | $45,872+162.2% | $77,081+56.0% | $68,495+75.6% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -15.22% | 1.73%-16.9pp | 42.33%-57.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,354 | $1,650+103.3% | $2,813+19.2% | $2,596+29.2% |
| Participant deferral / active EE | $6,923 | $2,963+133.7% | $4,428+56.4% | $4,028+71.9% |
| Admin fee / account holder | $4,151 | $3,041+36.5% | $5,427-23.5% | $5,403-23.2% |