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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 | $101,645 | $73,019+39.2% | $90,766+12.0% | $68,490+48.4% |
| Participation rate | 82.2% | 70.8%+11.4pp | 75.7%+6.5pp | 67.9%+14.3pp |
| Annual return | -14.35% | -13.81%-0.5pp | -12.16%-2.2pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,126 | $2,193-48.7% | $2,922-61.5% | $2,597-56.7% |
| Participant deferral / active EE | $4,575 | $3,626+26.2% | $4,565+0.2% | $4,028+13.6% |
| Admin fee / account holder | $12,709 | $5,897+115.5% | $8,446+50.5% | $5,403+135.2% |