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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 | $97,199 | $42,909+126.5% | $60,906+59.6% | $68,486+41.9% |
| Participation rate | 80.6% | 66.8%+13.9pp | 73.1%+7.5pp | 67.9%+12.8pp |
| Annual return | -9.46% | -13.99%+4.5pp | 16.94%-26.4pp | -7.85%-1.6pp |
| Employer contribution / active EE | $9,276 | $1,979+368.8% | $2,703+243.2% | $2,597+257.2% |
| Participant deferral / active EE | $3,091 | $2,866+7.8% | $3,814-19.0% | $4,028-23.3% |
| Admin fee / account holder | $3,949 | $3,104+27.2% | $3,227+22.4% | $5,404-26.9% |