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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 | $148,100 | $73,848+100.5% | $143,799+3.0% | $68,486+116.2% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -16.77% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,913 | $3,184-39.9% | $4,952-61.4% | $2,597-26.3% |
| Participant deferral / active EE | $6,553 | $3,385+93.6% | $5,638+16.2% | $4,028+62.7% |
| Admin fee / account holder | $2,420 | $5,755-57.9% | $14,677-83.5% | $5,404-55.2% |