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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 | $100,499 | $73,848+36.1% | $143,799-30.1% | $68,486+46.7% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -14.93% | 0.91%-15.8pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $8,496 | $3,184+166.8% | $4,952+71.6% | $2,597+227.2% |
| Participant deferral / active EE | $7,656 | $3,385+126.2% | $5,638+35.8% | $4,028+90.1% |
| Admin fee / account holder | $522 | $5,755-90.9% | $14,677-96.4% | $5,404-90.3% |