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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 | $118,095 | $59,819+97.4% | $79,583+48.4% | $68,490+72.4% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -12.63% | -12.30%-0.3pp | 0.16%-12.8pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,357 | $1,505+56.6% | $2,414-2.3% | $2,597-9.2% |
| Participant deferral / active EE | $2,766 | $3,025-8.6% | $3,986-30.6% | $4,028-31.3% |
| Admin fee / account holder | $10,187 | $4,835+110.7% | $6,835+49.0% | $5,403+88.5% |