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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 | $95,597 | $81,870+16.8% | $119,634-20.1% | $68,490+39.6% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.4pp | 67.9%+17.8pp |
| Annual return | -14.17% | -23.82%+9.7pp | -14.98%+0.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $8,777 | $2,692+226.0% | $4,232+107.4% | $2,597+238.0% |
| Participant deferral / active EE | $4,777 | $4,148+15.2% | $5,601-14.7% | $4,028+18.6% |
| Admin fee / account holder | $3,512 | $6,583-46.6% | $10,329-66.0% | $5,403-35.0% |