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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 | $102,918 | $72,404+42.1% | $110,243-6.6% | $64,173+60.4% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.0pp | 69.6%+8.2pp |
| Annual return | -6.20% | -6.29%+0.1pp | 314.76%-321.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,586 | $2,282-30.5% | $3,827-58.6% | $2,381-33.4% |
| Participant deferral / active EE | $3,406 | $3,469-1.8% | $4,672-27.1% | $3,470-1.8% |
| Admin fee / account holder | $2,022 | $5,664-64.3% | $8,548-76.3% | $4,887-58.6% |