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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 | $101,472 | $42,910+136.5% | $60,919+66.6% | $68,490+48.2% |
| Participation rate | 94.6% | 66.8%+27.9pp | 73.1%+21.5pp | 67.9%+26.7pp |
| Annual return | -16.59% | -13.99%-2.6pp | 16.96%-33.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,732 | $1,978+38.1% | $2,704+1.0% | $2,597+5.2% |
| Participant deferral / active EE | $9,886 | $2,866+245.0% | $3,814+159.2% | $4,028+145.4% |
| Admin fee / account holder | $6,422 | $3,104+106.8% | $3,228+99.0% | $5,403+18.9% |