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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 | $109,323 | $73,839+48.1% | $143,788-24.0% | $68,495+59.6% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -16.27% | 1.01%-17.3pp | -0.03%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,543 | $3,184-20.1% | $4,952-48.6% | $2,596-2.1% |
| Participant deferral / active EE | $6,118 | $3,384+80.8% | $5,638+8.5% | $4,028+51.9% |
| Admin fee / account holder | $3,393 | $5,755-41.0% | $14,675-76.9% | $5,403-37.2% |