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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 | $133,794 | $110,083+21.5% | $151,645-11.8% | $68,490+95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.38% | -10.12%-8.3pp | 3.34%-21.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,533 | $4,470-43.3% | $6,165-58.9% | $2,597-2.4% |
| Participant deferral / active EE | $5,138 | $6,526-21.3% | $8,363-38.6% | $4,028+27.6% |
| Admin fee / account holder | $6,359 | $7,718-17.6% | $11,614-45.2% | $5,403+17.7% |