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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 | $63,966 | $42,909+49.1% | $60,906+5.0% | $68,486-6.6% |
| Participation rate | 93.8% | 66.8%+27.0pp | 73.1%+20.7pp | 67.9%+25.9pp |
| Annual return | -13.65% | -13.99%+0.3pp | 16.94%-30.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $10,491 | $1,979+430.2% | $2,703+288.1% | $2,597+304.0% |
| Participant deferral / active EE | $2,444 | $2,866-14.7% | $3,814-35.9% | $4,028-39.3% |
| Admin fee / account holder | $6,117 | $3,104+97.1% | $3,227+89.6% | $5,404+13.2% |