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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 | $95,594 | $64,716+47.7% | $112,258-14.8% | $68,495+39.6% |
| Participation rate | 86.4% | 67.2%+19.3pp | 75.1%+11.4pp | 67.9%+18.5pp |
| Annual return | -16.93% | -11.40%-5.5pp | 27.47%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,015 | $2,746-26.6% | $3,636-44.6% | $2,596-22.4% |
| Participant deferral / active EE | $7,409 | $3,565+107.8% | $4,728+56.7% | $4,028+84.0% |
| Admin fee / account holder | $17,154 | $5,232+227.9% | $6,411+167.6% | $5,403+217.5% |