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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 | $81,289 | $54,239+49.9% | $70,098+16.0% | $68,495+18.7% |
| Participation rate | 95.5% | 64.5%+30.9pp | 70.5%+25.0pp | 67.9%+27.6pp |
| Annual return | -15.72% | -13.87%-1.9pp | 190.76%-206.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,811 | $2,019+39.2% | $2,560+9.8% | $2,596+8.3% |
| Participant deferral / active EE | $6,541 | $2,957+121.2% | $3,849+69.9% | $4,028+62.4% |
| Admin fee / account holder | $6,010 | $4,691+28.1% | $6,266-4.1% | $5,403+11.2% |