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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 | $71,193 | $42,917+65.9% | $60,899+16.9% | $68,495+3.9% |
| Participation rate | 85.5% | 66.8%+18.7pp | 73.1%+12.4pp | 67.9%+17.6pp |
| Annual return | -13.08% | -13.99%+0.9pp | 16.92%-30.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,735 | $1,979+38.2% | $2,702+1.2% | $2,596+5.4% |
| Participant deferral / active EE | $4,503 | $2,867+57.1% | $3,817+18.0% | $4,028+11.8% |
| Admin fee / account holder | $7,370 | $3,102+137.6% | $3,225+128.5% | $5,403+36.4% |