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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 | $78,835 | $42,917+83.7% | $60,899+29.5% | $68,495+15.1% |
| Participation rate | 80.6% | 66.8%+13.8pp | 73.1%+7.4pp | 67.9%+12.7pp |
| Annual return | -9.22% | -13.99%+4.8pp | 16.92%-26.1pp | -7.84%-1.4pp |
| Employer contribution / active EE | $3,641 | $1,979+84.0% | $2,702+34.7% | $2,596+40.2% |
| Participant deferral / active EE | $6,018 | $2,867+109.9% | $3,817+57.7% | $4,028+49.4% |
| Admin fee / account holder | $8,352 | $3,102+169.2% | $3,225+159.0% | $5,403+54.6% |