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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 | $88,021 | $48,235+82.5% | $68,803+27.9% | $68,490+28.5% |
| Participation rate | 91.2% | 60.7%+30.5pp | 69.0%+22.2pp | 67.9%+23.3pp |
| Annual return | -15.13% | -12.70%-2.4pp | -6.37%-8.8pp | -7.85%-7.3pp |
| Employer contribution / active EE | $6,891 | $1,829+276.8% | $2,656+159.5% | $2,597+165.4% |
| Participant deferral / active EE | $5,765 | $2,867+101.1% | $3,942+46.2% | $4,028+43.1% |
| Admin fee / account holder | $341 | $4,361-92.2% | $4,936-93.1% | $5,403-93.7% |