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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 | $128,633 | $81,870+57.1% | $119,634+7.5% | $68,490+87.8% |
| Participation rate | 73.3% | 71.9%+1.4pp | 79.3%-5.9pp | 67.9%+5.4pp |
| Annual return | -17.05% | -23.82%+6.8pp | -14.98%-2.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $5,916 | $2,692+119.8% | $4,232+39.8% | $2,597+127.8% |
| Participant deferral / active EE | $6,220 | $4,148+49.9% | $5,601+11.0% | $4,028+54.4% |
| Admin fee / account holder | $8,810 | $6,583+33.8% | $10,329-14.7% | $5,403+63.1% |