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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 | $109,355 | $81,870+33.6% | $119,634-8.6% | $68,490+59.7% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.3%+18.8pp | 67.9%+30.1pp |
| Annual return | -14.07% | -23.82%+9.8pp | -14.98%+0.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $994 | $2,692-63.1% | $4,232-76.5% | $2,597-61.7% |
| Participant deferral / active EE | $7,113 | $4,148+71.5% | $5,601+27.0% | $4,028+76.6% |
| Admin fee / account holder | $10,904 | $6,583+65.6% | $10,329+5.6% | $5,403+101.8% |