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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 | $113,012 | $73,863+53.0% | $143,797-21.4% | $68,490+65.0% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -13.56% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,908 | $3,185-40.1% | $4,952-61.5% | $2,597-26.5% |
| Participant deferral / active EE | $5,808 | $3,385+71.6% | $5,638+3.0% | $4,028+44.2% |
| Admin fee / account holder | $26,604 | $5,756+362.2% | $14,679+81.2% | $5,403+392.4% |