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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 | $107,326 | $73,863+45.3% | $143,797-25.4% | $68,490+56.7% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -17.51% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,810 | $3,185+51.0% | $4,952-2.9% | $2,597+85.2% |
| Participant deferral / active EE | $6,048 | $3,385+78.7% | $5,638+7.3% | $4,028+50.2% |
| Admin fee / account holder | $448 | $5,756-92.2% | $14,679-96.9% | $5,403-91.7% |