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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 | $72,058 | $42,910+67.9% | $60,919+18.3% | $68,490+5.2% |
| Participation rate | 89.7% | 66.8%+23.0pp | 73.1%+16.6pp | 67.9%+21.8pp |
| Annual return | -18.65% | -13.99%-4.7pp | 16.96%-35.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,518 | $1,978+128.4% | $2,704+67.1% | $2,597+74.0% |
| Participant deferral / active EE | $3,279 | $2,866+14.4% | $3,814-14.0% | $4,028-18.6% |
| Admin fee / account holder | $5,679 | $3,104+82.9% | $3,228+76.0% | $5,403+5.1% |