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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 | $94,887 | $81,870+15.9% | $119,622-20.7% | $68,486+38.6% |
| Participation rate | 80.8% | 71.9%+8.9pp | 79.3%+1.5pp | 67.9%+12.9pp |
| Annual return | -12.68% | -23.82%+11.1pp | -14.98%+2.3pp | -7.85%-4.8pp |
| Employer contribution / active EE | $6,165 | $2,692+129.0% | $4,232+45.7% | $2,597+137.4% |
| Participant deferral / active EE | $2,927 | $4,148-29.4% | $5,601-47.7% | $4,028-27.3% |
| Admin fee / account holder | $666 | $6,583-89.9% | $10,328-93.6% | $5,404-87.7% |