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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 | $98,512 | $73,848+33.4% | $143,799-31.5% | $68,486+43.8% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -17.60% | 0.91%-18.5pp | -0.04%-17.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,187 | $3,184+31.5% | $4,952-15.5% | $2,597+61.2% |
| Participant deferral / active EE | $4,280 | $3,385+26.5% | $5,638-24.1% | $4,028+6.3% |
| Admin fee / account holder | $729 | $5,755-87.3% | $14,677-95.0% | $5,404-86.5% |