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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 | $81,171 | $59,834+35.7% | $79,576+2.0% | $68,495+18.5% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.5%+25.5pp | 67.9%+27.1pp |
| Annual return | -13.06% | -12.30%-0.8pp | 0.15%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $5,752 | $1,505+282.2% | $2,413+138.4% | $2,596+121.5% |
| Participant deferral / active EE | $3,443 | $3,024+13.8% | $3,985-13.6% | $4,028-14.5% |
| Admin fee / account holder | $781 | $4,835-83.9% | $6,834-88.6% | $5,403-85.6% |