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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 | $109,708 | $73,848+48.6% | $143,799-23.7% | $68,486+60.2% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -15.87% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,822 | $3,184+51.4% | $4,952-2.6% | $2,597+85.7% |
| Participant deferral / active EE | $6,379 | $3,385+88.5% | $5,638+13.1% | $4,028+58.4% |
| Admin fee / account holder | $13,905 | $5,755+141.6% | $14,677-5.3% | $5,404+157.3% |