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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 | $108,551 | $73,019+48.7% | $90,766+19.6% | $68,490+58.5% |
| Participation rate | 83.3% | 70.8%+12.5pp | 75.7%+7.6pp | 67.9%+15.4pp |
| Annual return | -14.85% | -13.81%-1.0pp | -12.16%-2.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,250 | $2,193-43.0% | $2,922-57.2% | $2,597-51.9% |
| Participant deferral / active EE | $3,254 | $3,626-10.3% | $4,565-28.7% | $4,028-19.2% |
| Admin fee / account holder | $4,214 | $5,897-28.5% | $8,446-50.1% | $5,403-22.0% |