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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 | $90,622 | $81,870+10.7% | $119,634-24.3% | $68,490+32.3% |
| Participation rate | 92.5% | 71.9%+20.6pp | 79.3%+13.2pp | 67.9%+24.6pp |
| Annual return | -17.88% | -23.82%+5.9pp | -14.98%-2.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $8,964 | $2,692+233.0% | $4,232+111.8% | $2,597+245.2% |
| Participant deferral / active EE | $8,779 | $4,148+111.6% | $5,601+56.7% | $4,028+118.0% |
| Admin fee / account holder | $1,360 | $6,583-79.3% | $10,329-86.8% | $5,403-74.8% |