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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 | $129,805 | $59,819+117.0% | $79,583+63.1% | $68,490+89.5% |
| Participation rate | 85.5% | 61.1%+24.5pp | 69.5%+16.0pp | 67.9%+17.6pp |
| Annual return | -18.18% | -12.30%-5.9pp | 0.16%-18.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,499 | $1,505-0.4% | $2,414-37.9% | $2,597-42.3% |
| Participant deferral / active EE | $5,900 | $3,025+95.1% | $3,986+48.0% | $4,028+46.5% |
| Admin fee / account holder | $3,959 | $4,835-18.1% | $6,835-42.1% | $5,403-26.7% |