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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 | $89,627 | $73,863+21.3% | $143,797-37.7% | $68,490+30.9% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.5pp |
| Annual return | -16.15% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,041 | $3,185-35.9% | $4,952-58.8% | $2,597-21.4% |
| Participant deferral / active EE | $4,813 | $3,385+42.2% | $5,638-14.6% | $4,028+19.5% |
| Admin fee / account holder | $8,057 | $5,756+40.0% | $14,679-45.1% | $5,403+49.1% |