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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 | $112,561 | $53,162+111.7% | $91,225+23.4% | $68,486+64.4% |
| Participation rate | 92.7% | 63.2%+29.5pp | 73.2%+19.5pp | 67.9%+24.8pp |
| Annual return | -12.84% | -3.14%-9.7pp | 114.12%-127.0pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,243 | $1,709-27.3% | $2,851-56.4% | $2,597-52.1% |
| Participant deferral / active EE | $5,841 | $2,974+96.4% | $4,233+38.0% | $4,028+45.0% |
| Admin fee / account holder | $11,576 | $4,493+157.6% | $5,422+113.5% | $5,404+114.2% |