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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 | $93,412 | $81,870+14.1% | $119,622-21.9% | $68,486+36.4% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.9pp | 67.9%+29.2pp |
| Annual return | -15.32% | -23.82%+8.5pp | -14.98%-0.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $12,629 | $2,692+369.2% | $4,232+198.4% | $2,597+386.3% |
| Participant deferral / active EE | $5,642 | $4,148+36.0% | $5,601+0.7% | $4,028+40.1% |
| Admin fee / account holder | $8,359 | $6,583+27.0% | $10,328-19.1% | $5,404+54.7% |