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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 | $98,657 | $73,019+35.1% | $90,766+8.7% | $68,490+44.0% |
| Participation rate | 93.1% | 70.8%+22.3pp | 75.7%+17.4pp | 67.9%+25.2pp |
| Annual return | -12.30% | -13.81%+1.5pp | -12.16%-0.1pp | -7.85%-4.5pp |
| Employer contribution / active EE | $6,485 | $2,193+195.8% | $2,922+122.0% | $2,597+149.8% |
| Participant deferral / active EE | $9,086 | $3,626+150.6% | $4,565+99.0% | $4,028+125.6% |
| Admin fee / account holder | $21,628 | $5,897+266.8% | $8,446+156.1% | $5,403+300.3% |