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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 | $95,657 | $42,917+122.9% | $60,899+57.1% | $68,495+39.7% |
| Participation rate | 94.2% | 66.8%+27.5pp | 73.1%+21.1pp | 67.9%+26.3pp |
| Annual return | -13.65% | -13.99%+0.3pp | 16.92%-30.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $6,228 | $1,979+214.7% | $2,702+130.5% | $2,596+139.8% |
| Participant deferral / active EE | $10,272 | $2,867+258.3% | $3,817+169.1% | $4,028+155.0% |
| Admin fee / account holder | $5,264 | $3,102+69.7% | $3,225+63.2% | $5,403-2.6% |