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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 | $101,511 | $81,870+24.0% | $119,608-15.1% | $68,495+48.2% |
| Participation rate | 91.1% | 71.9%+19.2pp | 79.3%+11.8pp | 67.9%+23.2pp |
| Annual return | -15.37% | -23.82%+8.4pp | -14.98%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,794 | $2,692+41.0% | $4,232-10.4% | $2,596+46.1% |
| Participant deferral / active EE | $5,768 | $4,148+39.1% | $5,601+3.0% | $4,028+43.2% |
| Admin fee / account holder | $15,398 | $6,583+133.9% | $10,326+49.1% | $5,403+185.0% |