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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 | $97,478 | $64,729+50.6% | $112,263-13.2% | $68,490+42.3% |
| Participation rate | 98.1% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.2pp |
| Annual return | -10.94% | -11.40%+0.5pp | 27.49%-38.4pp | -7.85%-3.1pp |
| Employer contribution / active EE | $6,907 | $2,746+151.6% | $3,636+90.0% | $2,597+166.0% |
| Participant deferral / active EE | $3,736 | $3,566+4.8% | $4,729-21.0% | $4,028-7.3% |
| Admin fee / account holder | $21,594 | $5,222+313.6% | $6,410+236.9% | $5,403+299.7% |