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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 | $119,913 | $76,912+55.9% | $129,118-7.1% | $68,490+75.1% |
| Participation rate | 93.9% | 69.1%+24.8pp | 77.2%+16.7pp | 67.9%+26.0pp |
| Annual return | -17.91% | -9.78%-8.1pp | -10.94%-7.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,012 | $3,243+23.7% | $5,051-20.6% | $2,597+54.5% |
| Participant deferral / active EE | $12,829 | $4,732+171.1% | $6,539+96.2% | $4,028+218.5% |
| Admin fee / account holder | $54,607 | $6,638+722.7% | $14,305+281.7% | $5,403+910.7% |