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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 | $71,755 | $56,339+27.4% | $104,301-31.2% | $68,486+4.8% |
| Participation rate | 92.9% | 63.3%+29.6pp | 73.3%+19.6pp | 67.9%+25.0pp |
| Annual return | -18.19% | -9.19%-9.0pp | 24.61%-42.8pp | -7.85%-10.3pp |
| Employer contribution / active EE | $6,083 | $1,960+210.3% | $3,373+80.3% | $2,597+134.3% |
| Participant deferral / active EE | $2,958 | $3,077-3.9% | $4,626-36.0% | $4,028-26.5% |
| Admin fee / account holder | $2,644 | $4,902-46.1% | $7,340-64.0% | $5,404-51.1% |