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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 | $99,825 | $42,910+132.6% | $60,919+63.9% | $68,490+45.8% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -10.17% | -13.99%+3.8pp | 16.96%-27.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $3,380 | $1,978+70.9% | $2,704+25.0% | $2,597+30.2% |
| Participant deferral / active EE | $4,158 | $2,866+45.1% | $3,814+9.0% | $4,028+3.2% |
| Admin fee / account holder | $3,228 | $3,104+4.0% | $3,2280% | $5,403-40.2% |