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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 | $109,020 | $54,239+101.0% | $70,098+55.5% | $68,495+59.2% |
| Participation rate | 87.9% | 64.5%+23.4pp | 70.5%+17.4pp | 67.9%+20.0pp |
| Annual return | -16.97% | -13.87%-3.1pp | 190.76%-207.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,196 | $2,019-40.7% | $2,560-53.3% | $2,596-53.9% |
| Participant deferral / active EE | $3,042 | $2,957+2.9% | $3,849-21.0% | $4,028-24.5% |
| Admin fee / account holder | $7,528 | $4,691+60.5% | $6,266+20.2% | $5,403+39.3% |