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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 | $96,535 | $46,689+106.8% | $117,498-17.8% | $68,495+40.9% |
| Participation rate | 90.2% | 56.8%+33.5pp | 70.6%+19.6pp | 67.9%+22.4pp |
| Annual return | -17.85% | -14.52%-3.3pp | 29.75%-47.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,622 | $1,505+140.7% | $4,178-13.3% | $2,596+39.5% |
| Participant deferral / active EE | $11,678 | $2,637+342.8% | $4,071+186.8% | $4,028+189.9% |
| Admin fee / account holder | $1,732 | $4,021-56.9% | $5,646-69.3% | $5,403-67.9% |