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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 | $85,221 | $42,917+98.6% | $60,899+39.9% | $68,495+24.4% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.4pp | 67.9%+28.7pp |
| Annual return | -10.57% | -13.99%+3.4pp | 16.92%-27.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $4,393 | $1,979+122.0% | $2,702+62.6% | $2,596+69.2% |
| Participant deferral / active EE | $2,906 | $2,867+1.4% | $3,817-23.9% | $4,028-27.8% |
| Admin fee / account holder | $4,508 | $3,102+45.3% | $3,225+39.8% | $5,403-16.6% |