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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 | $143,026 | $73,848+93.7% | $143,799-0.5% | $68,486+108.8% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -18.00% | 0.91%-18.9pp | -0.04%-18.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,932 | $3,184-39.3% | $4,952-61.0% | $2,597-25.6% |
| Participant deferral / active EE | $5,958 | $3,385+76.0% | $5,638+5.7% | $4,028+47.9% |
| Admin fee / account holder | $514 | $5,755-91.1% | $14,677-96.5% | $5,404-90.5% |