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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 | $73,839+33.4% | $143,788-31.5% | $68,495+43.8% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -17.60% | 1.01%-18.6pp | -0.03%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,187 | $3,184+31.5% | $4,952-15.4% | $2,596+61.2% |
| Participant deferral / active EE | $4,280 | $3,384+26.5% | $5,638-24.1% | $4,028+6.3% |
| Admin fee / account holder | $729 | $5,755-87.3% | $14,675-95.0% | $5,403-86.5% |