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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 | $113,263 | $73,848+53.4% | $143,799-21.2% | $68,486+65.4% |
| Participation rate | 94.6% | 66.7%+28.0pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -13.22% | 0.91%-14.1pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $3,180 | $3,184-0.1% | $4,952-35.8% | $2,597+22.5% |
| Participant deferral / active EE | $6,317 | $3,385+86.7% | $5,638+12.0% | $4,028+56.9% |
| Admin fee / account holder | $4,160 | $5,755-27.7% | $14,677-71.7% | $5,404-23.0% |