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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 | $154,380 | $73,863+109.0% | $143,797+7.4% | $68,490+125.4% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.0pp | 67.9%+30.5pp |
| Annual return | -13.71% | 0.91%-14.6pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,689 | $3,185-15.6% | $4,952-45.7% | $2,597+3.6% |
| Participant deferral / active EE | $4,512 | $3,385+33.3% | $5,638-20.0% | $4,028+12.0% |
| Admin fee / account holder | $18,115 | $5,756+214.7% | $14,679+23.4% | $5,403+235.3% |