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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 | $93,051 | $54,229+71.6% | $70,093+32.8% | $68,498+35.8% |
| Participation rate | 91.3% | 64.5%+26.8pp | 70.5%+20.8pp | 67.9%+23.4pp |
| Annual return | -5.29% | -13.87%+8.6pp | 190.73%-196.0pp | -7.84%+2.6pp |
| Employer contribution / active EE | $1,562 | $2,018-22.6% | $2,560-39.0% | $2,596-39.8% |
| Participant deferral / active EE | $4,890 | $2,956+65.4% | $3,849+27.1% | $4,027+21.4% |
| Admin fee / account holder | $5,750 | $4,694+22.5% | $6,267-8.2% | $5,403+6.4% |