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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 | $86,417 | $59,819+44.5% | $79,583+8.6% | $68,490+26.2% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -14.30% | -12.30%-2.0pp | 0.16%-14.5pp | -7.85%-6.4pp |
| Employer contribution / active EE | $4,521 | $1,505+200.3% | $2,414+87.3% | $2,597+74.1% |
| Participant deferral / active EE | $5,818 | $3,025+92.3% | $3,986+46.0% | $4,028+44.4% |
| Admin fee / account holder | $18,607 | $4,835+284.8% | $6,835+172.2% | $5,403+244.4% |