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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 | $103,266 | $73,009+41.4% | $90,760+13.8% | $68,486+50.8% |
| Participation rate | 98.4% | 70.8%+27.5pp | 75.7%+22.7pp | 67.9%+30.5pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,152 | $2,193-1.9% | $2,922-26.4% | $2,597-17.1% |
| Participant deferral / active EE | $1,975 | $3,626-45.5% | $4,565-56.7% | $4,028-51.0% |
| Admin fee / account holder | $6,349 | $5,896+7.7% | $8,444-24.8% | $5,404+17.5% |