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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 | $115,197 | $81,870+40.7% | $119,622-3.7% | $68,486+68.2% |
| Participation rate | 86.8% | 71.9%+14.9pp | 79.3%+7.5pp | 67.9%+18.9pp |
| Annual return | -10.44% | -23.82%+13.4pp | -14.98%+4.5pp | -7.85%-2.6pp |
| Employer contribution / active EE | $7,001 | $2,692+160.1% | $4,232+65.4% | $2,597+169.6% |
| Participant deferral / active EE | $2,923 | $4,148-29.5% | $5,601-47.8% | $4,028-27.4% |
| Admin fee / account holder | $4,787 | $6,583-27.3% | $10,328-53.6% | $5,404-11.4% |