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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 | $84,809 | $53,546+58.4% | $69,884+21.4% | $68,486+23.8% |
| Participation rate | 76.3% | 64.5%+11.8pp | 70.5%+5.8pp | 67.9%+8.4pp |
| Annual return | -15.92% | -13.87%-2.1pp | 190.81%-206.7pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,167 | $2,019+7.3% | $2,560-15.4% | $2,597-16.6% |
| Participant deferral / active EE | $6,365 | $2,957+115.3% | $3,848+65.4% | $4,028+58.0% |
| Admin fee / account holder | $10,358 | $4,693+120.7% | $6,266+65.3% | $5,404+91.7% |