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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 | $98,473 | $71,873+37.0% | $86,698+13.6% | $68,490+43.8% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -5.81% | 3.54%-9.4pp | 35.96%-41.8pp | -7.85%+2.0pp |
| Employer contribution / active EE | $1,190 | $2,173-45.2% | $2,837-58.0% | $2,597-54.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,627 | $6,110+90.3% | $7,492+55.2% | $5,403+115.2% |