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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 | $104,664 | $73,019+43.3% | $90,766+15.3% | $68,490+52.8% |
| Participation rate | 92.8% | 70.8%+21.9pp | 75.7%+17.1pp | 67.9%+24.9pp |
| Annual return | -16.03% | -13.81%-2.2pp | -12.16%-3.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,246 | $2,193+2.5% | $2,922-23.1% | $2,597-13.5% |
| Participant deferral / active EE | $5,336 | $3,626+47.1% | $4,565+16.9% | $4,028+32.5% |
| Admin fee / account holder | $57,088 | $5,897+868.2% | $8,446+575.9% | $5,403+956.6% |