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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 | $93,741 | $81,870+14.5% | $119,634-21.6% | $68,490+36.9% |
| Participation rate | 93.2% | 71.9%+21.3pp | 79.3%+13.9pp | 67.9%+25.3pp |
| Annual return | -5.86% | -23.82%+18.0pp | -14.98%+9.1pp | -7.85%+2.0pp |
| Employer contribution / active EE | $1,711 | $2,692-36.4% | $4,232-59.6% | $2,597-34.1% |
| Participant deferral / active EE | $5,864 | $4,148+41.4% | $5,601+4.7% | $4,028+45.6% |
| Admin fee / account holder | $19,672 | $6,583+198.8% | $10,329+90.5% | $5,403+264.1% |