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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 | $108,038 | $64,719+66.9% | $112,249-3.8% | $68,486+57.8% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -16.09% | -11.40%-4.7pp | 27.48%-43.6pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,577 | $2,747-42.6% | $3,636-56.6% | $2,597-39.3% |
| Participant deferral / active EE | $5,010 | $3,565+40.5% | $4,729+5.9% | $4,028+24.4% |
| Admin fee / account holder | $10,669 | $5,232+103.9% | $6,412+66.4% | $5,404+97.4% |