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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 | $82,195 | $53,546+53.5% | $69,890+17.6% | $68,490+20.0% |
| Participation rate | 96.9% | 64.5%+32.3pp | 70.5%+26.4pp | 67.9%+29.0pp |
| Annual return | -12.72% | -13.87%+1.2pp | 190.84%-203.6pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,311 | $2,019+64.0% | $2,560+29.3% | $2,597+27.5% |
| Participant deferral / active EE | $5,992 | $2,957+102.6% | $3,848+55.7% | $4,028+48.8% |
| Admin fee / account holder | $20,127 | $4,693+328.9% | $6,267+221.2% | $5,403+272.5% |