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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 | $107,657 | $73,867+45.7% | $143,770-25.1% | $68,498+57.2% |
| Participation rate | 71.2% | 66.7%+4.5pp | 80.3%-9.2pp | 67.9%+3.3pp |
| Annual return | -11.11% | 1.01%-12.1pp | -0.04%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $4,646 | $3,184+45.9% | $4,951-6.2% | $2,596+78.9% |
| Participant deferral / active EE | $4,003 | $3,384+18.3% | $5,638-29.0% | $4,027-0.6% |
| Admin fee / account holder | $17,912 | $5,755+211.3% | $14,673+22.1% | $5,403+231.5% |