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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 | $135,923 | $64,716+110.0% | $112,258+21.1% | $68,495+98.4% |
| Participation rate | 84.9% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.0pp |
| Annual return | -16.87% | -11.40%-5.5pp | 27.47%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,194 | $2,746-56.5% | $3,636-67.2% | $2,596-54.0% |
| Participant deferral / active EE | $6,266 | $3,565+75.8% | $4,728+32.5% | $4,028+55.6% |
| Admin fee / account holder | $7,812 | $5,232+49.3% | $6,411+21.9% | $5,403+44.6% |