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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 | $119,870 | $73,863+62.3% | $143,797-16.6% | $68,490+75.0% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.9pp |
| Annual return | -15.06% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,974 | $3,185+56.2% | $4,952+0.4% | $2,597+91.6% |
| Participant deferral / active EE | $4,777 | $3,385+41.1% | $5,638-15.3% | $4,028+18.6% |
| Admin fee / account holder | $1,857 | $5,756-67.7% | $14,679-87.3% | $5,403-65.6% |