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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 | $94,241 | $59,819+57.5% | $79,583+18.4% | $68,490+37.6% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -12.58% | -12.30%-0.3pp | 0.16%-12.7pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,039 | $1,505+35.4% | $2,414-15.5% | $2,597-21.5% |
| Participant deferral / active EE | $4,032 | $3,025+33.3% | $3,986+1.2% | $4,028+0.1% |
| Admin fee / account holder | $11,499 | $4,835+137.8% | $6,835+68.2% | $5,403+112.8% |