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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 | $42,909+65.9% | $60,906+16.9% | $68,486+4.0% |
| Participation rate | 85.5% | 66.8%+18.8pp | 73.1%+12.4pp | 67.9%+17.6pp |
| Annual return | -13.08% | -13.99%+0.9pp | 16.94%-30.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,735 | $1,979+38.2% | $2,703+1.2% | $2,597+5.3% |
| Participant deferral / active EE | $4,503 | $2,866+57.1% | $3,814+18.1% | $4,028+11.8% |
| Admin fee / account holder | $7,370 | $3,104+137.4% | $3,227+128.4% | $5,404+36.4% |