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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 | $84,358 | $81,870+3.0% | $119,622-29.5% | $68,486+23.2% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.2pp | 67.9%+20.6pp |
| Annual return | -13.30% | -23.82%+10.5pp | -14.98%+1.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $7,585 | $2,692+181.8% | $4,232+79.2% | $2,597+192.1% |
| Participant deferral / active EE | $8,583 | $4,148+106.9% | $5,601+53.3% | $4,028+113.1% |
| Admin fee / account holder | $1,341 | $6,583-79.6% | $10,328-87.0% | $5,404-75.2% |