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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 | $89,632 | $71,873+24.7% | $86,698+3.4% | $68,490+30.9% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -11.65% | 3.54%-15.2pp | 35.96%-47.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $3,333 | $2,173+53.4% | $2,837+17.5% | $2,597+28.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,170 | $6,110+33.7% | $7,492+9.0% | $5,403+51.2% |