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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 | $106,923 | $73,839+44.8% | $143,788-25.6% | $68,495+56.1% |
| Participation rate | 80.4% | 66.7%+13.7pp | 80.3%0pp | 67.9%+12.5pp |
| Annual return | -17.35% | 1.01%-18.4pp | -0.03%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $8,134 | $3,184+155.5% | $4,952+64.3% | $2,596+213.3% |
| Participant deferral / active EE | $3,194 | $3,384-5.6% | $5,638-43.4% | $4,028-20.7% |
| Admin fee / account holder | $1,565 | $5,755-72.8% | $14,675-89.3% | $5,403-71.0% |