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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 | $104,374 | $73,863+41.3% | $143,797-27.4% | $68,490+52.4% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -9.60% | 0.91%-10.5pp | -0.04%-9.6pp | -7.85%-1.7pp |
| Employer contribution / active EE | $1,865 | $3,185-41.4% | $4,952-62.3% | $2,597-28.2% |
| Participant deferral / active EE | $4,959 | $3,385+46.5% | $5,638-12.1% | $4,028+23.1% |
| Admin fee / account holder | $44,291 | $5,756+669.5% | $14,679+201.7% | $5,403+719.8% |