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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 | $104,290 | $73,848+41.2% | $143,799-27.5% | $68,486+52.3% |
| Participation rate | 83.8% | 66.7%+17.1pp | 80.3%+3.5pp | 67.9%+15.9pp |
| Annual return | -18.43% | 0.91%-19.3pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $6,656 | $3,184+109.0% | $4,952+34.4% | $2,597+156.3% |
| Participant deferral / active EE | $11,144 | $3,385+229.3% | $5,638+97.6% | $4,028+176.7% |
| Admin fee / account holder | $22,917 | $5,755+298.2% | $14,677+56.1% | $5,404+324.1% |