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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 | $84,665 | $48,267+75.4% | $68,808+23.0% | $68,486+23.6% |
| Participation rate | 95.5% | 60.7%+34.8pp | 69.0%+26.4pp | 67.9%+27.6pp |
| Annual return | -17.27% | -12.70%-4.6pp | -6.37%-10.9pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,187 | $1,829+128.9% | $2,656+57.7% | $2,597+61.3% |
| Participant deferral / active EE | $8,358 | $2,867+191.5% | $3,942+112.0% | $4,028+107.5% |
| Admin fee / account holder | $2,001 | $4,362-54.1% | $4,936-59.5% | $5,404-63.0% |