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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 | $110,466 | $81,870+34.9% | $119,622-7.7% | $68,486+61.3% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.9pp | 67.9%+29.2pp |
| Annual return | -16.19% | -23.82%+7.6pp | -14.98%-1.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $5,316 | $2,692+97.5% | $4,232+25.6% | $2,597+104.7% |
| Participant deferral / active EE | $7,033 | $4,148+69.6% | $5,601+25.6% | $4,028+74.6% |
| Admin fee / account holder | $4,585 | $6,583-30.3% | $10,328-55.6% | $5,404-15.1% |