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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 | $71,580 | $53,546+33.7% | $69,890+2.4% | $68,490+4.5% |
| Participation rate | 82.9% | 64.5%+18.4pp | 70.5%+12.4pp | 67.9%+15.0pp |
| Annual return | -16.78% | -13.87%-2.9pp | 190.84%-207.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $4,185 | $2,019+107.3% | $2,560+63.4% | $2,597+61.2% |
| Participant deferral / active EE | $8,949 | $2,957+202.7% | $3,848+132.5% | $4,028+122.2% |
| Admin fee / account holder | $1,271 | $4,693-72.9% | $6,267-79.7% | $5,403-76.5% |