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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 | $123,668 | $73,848+67.5% | $143,799-14.0% | $68,486+80.6% |
| Participation rate | 93.0% | 66.7%+26.3pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -16.06% | 0.91%-17.0pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $5,271 | $3,184+65.5% | $4,952+6.4% | $2,597+103.0% |
| Participant deferral / active EE | $3,129 | $3,385-7.6% | $5,638-44.5% | $4,028-22.3% |
| Admin fee / account holder | $1,078 | $5,755-81.3% | $14,677-92.7% | $5,404-80.1% |