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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 | $96,857 | $73,848+31.2% | $143,799-32.6% | $68,486+41.4% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -17.23% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $3,865 | $3,184+21.4% | $4,952-21.9% | $2,597+48.9% |
| Participant deferral / active EE | $8,233 | $3,385+143.3% | $5,638+46.0% | $4,028+104.4% |
| Admin fee / account holder | $3,583 | $5,755-37.7% | $14,677-75.6% | $5,404-33.7% |