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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 | $73,735 | $64,716+13.9% | $112,258-34.3% | $68,495+7.7% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -14.06% | -11.40%-2.7pp | 27.47%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $6,135 | $2,746+123.4% | $3,636+68.7% | $2,596+136.3% |
| Participant deferral / active EE | $4,509 | $3,565+26.5% | $4,728-4.6% | $4,028+12.0% |
| Admin fee / account holder | $8,677 | $5,232+65.9% | $6,411+35.3% | $5,403+60.6% |