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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 | $87,885 | $59,819+46.9% | $79,583+10.4% | $68,490+28.3% |
| Participation rate | 84.4% | 61.1%+23.3pp | 69.5%+14.9pp | 67.9%+16.5pp |
| Annual return | -15.67% | -12.30%-3.4pp | 0.16%-15.8pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,957 | $1,505+30.0% | $2,414-18.9% | $2,597-24.7% |
| Participant deferral / active EE | $5,062 | $3,025+67.3% | $3,986+27.0% | $4,028+25.7% |
| Admin fee / account holder | $15,303 | $4,835+216.5% | $6,835+123.9% | $5,403+183.2% |