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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 | $93,209 | $73,863+26.2% | $143,797-35.2% | $68,490+36.1% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -15.51% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,849 | $3,185+20.9% | $4,952-22.3% | $2,597+48.2% |
| Participant deferral / active EE | $4,706 | $3,385+39.0% | $5,638-16.5% | $4,028+16.8% |
| Admin fee / account holder | $3,149 | $5,756-45.3% | $14,679-78.5% | $5,403-41.7% |