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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 | $106,398 | $73,848+44.1% | $143,799-26.0% | $68,486+55.4% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -12.11% | 0.91%-13.0pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $5,437 | $3,184+70.7% | $4,952+9.8% | $2,597+109.4% |
| Participant deferral / active EE | $5,539 | $3,385+63.7% | $5,638-1.8% | $4,028+37.5% |
| Admin fee / account holder | $2,141 | $5,755-62.8% | $14,677-85.4% | $5,404-60.4% |