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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 | $72,393 | $42,917+68.7% | $60,899+18.9% | $68,495+5.7% |
| Participation rate | 96.0% | 66.8%+29.2pp | 73.1%+22.9pp | 67.9%+28.1pp |
| Annual return | -13.53% | -13.99%+0.5pp | 16.92%-30.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $5,810 | $1,979+193.6% | $2,702+115.0% | $2,596+123.8% |
| Participant deferral / active EE | $5,187 | $2,867+80.9% | $3,817+35.9% | $4,028+28.8% |
| Admin fee / account holder | $4,002 | $3,102+29.0% | $3,225+24.1% | $5,403-25.9% |