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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 | $81,754 | $53,162+53.8% | $91,225-10.4% | $68,486+19.4% |
| Participation rate | 80.3% | 63.2%+17.1pp | 73.2%+7.1pp | 67.9%+12.4pp |
| Annual return | -13.19% | -3.14%-10.1pp | 114.12%-127.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,773 | $1,709+179.2% | $2,851+67.4% | $2,597+83.8% |
| Participant deferral / active EE | $3,978 | $2,974+33.8% | $4,233-6.0% | $4,028-1.2% |
| Admin fee / account holder | $31,608 | $4,493+603.4% | $5,422+482.9% | $5,404+484.9% |