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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 | $105,428 | $48,267+118.4% | $68,794+53.3% | $68,495+53.9% |
| Participation rate | 93.3% | 60.7%+32.7pp | 69.0%+24.3pp | 67.9%+25.4pp |
| Annual return | -15.39% | -12.70%-2.7pp | -6.37%-9.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,000 | $1,829+118.7% | $2,656+50.6% | $2,596+54.1% |
| Participant deferral / active EE | $3,161 | $2,867+10.2% | $3,941-19.8% | $4,028-21.5% |
| Admin fee / account holder | $6,406 | $4,362+46.8% | $4,934+29.8% | $5,403+18.6% |