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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 | $82,173 | $73,839+11.3% | $143,788-42.9% | $68,495+20.0% |
| Participation rate | 92.3% | 66.7%+25.6pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -19.21% | 1.01%-20.2pp | -0.03%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $7,346 | $3,184+130.7% | $4,952+48.4% | $2,596+182.9% |
| Participant deferral / active EE | $2,675 | $3,384-21.0% | $5,638-52.6% | $4,028-33.6% |
| Admin fee / account holder | $1,791 | $5,755-68.9% | $14,675-87.8% | $5,403-66.9% |