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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 | $124,937 | $81,870+52.6% | $119,634+4.4% | $68,490+82.4% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -5.39% | -23.82%+18.4pp | -14.98%+9.6pp | -7.85%+2.5pp |
| Employer contribution / active EE | $1,699 | $2,692-36.9% | $4,232-59.9% | $2,597-34.6% |
| Participant deferral / active EE | $4,331 | $4,148+4.4% | $5,601-22.7% | $4,028+7.5% |
| Admin fee / account holder | $1,904 | $6,583-71.1% | $10,329-81.6% | $5,403-64.8% |