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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 | $117,099 | $54,239+115.9% | $70,098+67.1% | $68,495+71.0% |
| Participation rate | 88.0% | 64.5%+23.5pp | 70.5%+17.5pp | 67.9%+20.1pp |
| Annual return | -16.04% | -13.87%-2.2pp | 190.76%-206.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,570 | $2,019+27.3% | $2,560+0.4% | $2,596-1.0% |
| Participant deferral / active EE | $6,599 | $2,957+123.2% | $3,849+71.4% | $4,028+63.9% |
| Admin fee / account holder | $40,593 | $4,691+765.4% | $6,266+547.9% | $5,403+651.3% |