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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 | $127,391 | $73,019+74.5% | $90,766+40.4% | $68,490+86.0% |
| Participation rate | 98.4% | 70.8%+27.5pp | 75.7%+22.7pp | 67.9%+30.5pp |
| Annual return | -15.57% | -13.81%-1.8pp | -12.16%-3.4pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,279 | $2,193+49.5% | $2,922+12.2% | $2,597+26.3% |
| Participant deferral / active EE | $3,396 | $3,626-6.4% | $4,565-25.6% | $4,028-15.7% |
| Admin fee / account holder | $3,859 | $5,897-34.5% | $8,446-54.3% | $5,403-28.6% |