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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 | $88,053 | $64,719+36.1% | $112,249-21.6% | $68,486+28.6% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.9pp |
| Annual return | -15.96% | -11.40%-4.6pp | 27.48%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,236 | $2,747+17.8% | $3,636-11.0% | $2,597+24.6% |
| Participant deferral / active EE | $3,678 | $3,565+3.2% | $4,729-22.2% | $4,028-8.7% |
| Admin fee / account holder | $8,369 | $5,232+59.9% | $6,412+30.5% | $5,404+54.9% |