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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 | $73,863+45.8% | $143,797-25.1% | $68,490+57.2% |
| Participation rate | 71.2% | 66.7%+4.5pp | 80.3%-9.2pp | 67.9%+3.3pp |
| Annual return | -11.11% | 0.91%-12.0pp | -0.04%-11.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $4,646 | $3,185+45.9% | $4,952-6.2% | $2,597+78.9% |
| Participant deferral / active EE | $4,003 | $3,385+18.3% | $5,638-29.0% | $4,028-0.6% |
| Admin fee / account holder | $17,912 | $5,756+211.2% | $14,679+22.0% | $5,403+231.5% |