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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 | $107,207 | $59,834+79.2% | $79,576+34.7% | $68,495+56.5% |
| Participation rate | 95.4% | 61.1%+34.3pp | 69.5%+25.9pp | 67.9%+27.5pp |
| Annual return | -14.15% | -12.30%-1.9pp | 0.15%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $9,583 | $1,505+536.7% | $2,413+297.1% | $2,596+269.1% |
| Participant deferral / active EE | $6,823 | $3,024+125.6% | $3,985+71.2% | $4,028+69.4% |
| Admin fee / account holder | $769 | $4,835-84.1% | $6,834-88.8% | $5,403-85.8% |