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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 | $110,746 | $45,872+141.4% | $77,081+43.7% | $68,495+61.7% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -18.07% | 1.73%-19.8pp | 42.33%-60.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,947 | $1,650+139.3% | $2,813+40.3% | $2,596+52.0% |
| Participant deferral / active EE | $7,342 | $2,963+147.8% | $4,428+65.8% | $4,028+82.3% |
| Admin fee / account holder | $7,061 | $3,041+132.2% | $5,427+30.1% | $5,403+30.7% |