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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 | $116,101 | $45,872+153.1% | $77,100+50.6% | $68,490+69.5% |
| Participation rate | 96.3% | 55.9%+40.4pp | 67.9%+28.4pp | 67.9%+28.4pp |
| Annual return | -14.87% | 1.73%-16.6pp | 42.35%-57.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,068 | $1,650+86.0% | $2,815+9.0% | $2,597+18.2% |
| Participant deferral / active EE | $6,469 | $2,963+118.3% | $4,430+46.0% | $4,028+60.6% |
| Admin fee / account holder | $2,727 | $3,041-10.3% | $5,443-49.9% | $5,403-49.5% |