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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 | $130,645 | $73,848+76.9% | $143,799-9.1% | $68,486+90.8% |
| Participation rate | 96.1% | 66.7%+29.4pp | 80.3%+15.8pp | 67.9%+28.2pp |
| Annual return | -13.56% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $5,166 | $3,184+62.2% | $4,952+4.3% | $2,597+98.9% |
| Participant deferral / active EE | $4,654 | $3,385+37.5% | $5,638-17.5% | $4,028+15.5% |
| Admin fee / account holder | $10,782 | $5,755+87.4% | $14,677-26.5% | $5,404+99.5% |