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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 | $146,480 | $73,848+98.4% | $143,799+1.9% | $68,486+113.9% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -16.86% | 0.91%-17.8pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,138 | $3,184+29.9% | $4,952-16.4% | $2,597+59.4% |
| Participant deferral / active EE | $3,900 | $3,385+15.2% | $5,638-30.8% | $4,028-3.2% |
| Admin fee / account holder | $9,070 | $5,755+57.6% | $14,677-38.2% | $5,404+67.8% |