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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 | $79,287 | $42,909+84.8% | $60,906+30.2% | $68,486+15.8% |
| Participation rate | 92.6% | 66.8%+25.8pp | 73.1%+19.5pp | 67.9%+24.7pp |
| Annual return | -9.97% | -13.99%+4.0pp | 16.94%-26.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $8,685 | $1,979+338.9% | $2,703+221.3% | $2,597+234.5% |
| Participant deferral / active EE | $8,817 | $2,866+207.6% | $3,814+131.2% | $4,028+118.9% |
| Admin fee / account holder | $2,587 | $3,104-16.7% | $3,227-19.8% | $5,404-52.1% |