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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 | $111,247 | $73,839+50.7% | $143,788-22.6% | $68,495+62.4% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -13.80% | 1.01%-14.8pp | -0.03%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $961 | $3,184-69.8% | $4,952-80.6% | $2,596-63.0% |
| Participant deferral / active EE | $6,277 | $3,384+85.5% | $5,638+11.3% | $4,028+55.9% |
| Admin fee / account holder | $37,004 | $5,755+543.0% | $14,675+152.2% | $5,403+584.8% |