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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 | $100,330 | $72,404+38.6% | $110,243-9.0% | $64,173+56.3% |
| Participation rate | 85.1% | 73.3%+11.7pp | 79.8%+5.2pp | 69.6%+15.5pp |
| Annual return | -2.40% | -6.29%+3.9pp | 314.76%-317.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,114 | $2,282-7.3% | $3,827-44.7% | $2,381-11.2% |
| Participant deferral / active EE | $3,682 | $3,469+6.1% | $4,672-21.2% | $3,470+6.1% |
| Admin fee / account holder | $14,927 | $5,664+163.5% | $8,548+74.6% | $4,887+205.4% |