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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 | $95,184 | $64,729+47.1% | $112,263-15.2% | $68,490+39.0% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -9.21% | -11.40%+2.2pp | 27.49%-36.7pp | -7.85%-1.4pp |
| Employer contribution / active EE | $8,000 | $2,746+191.3% | $3,636+120.0% | $2,597+208.1% |
| Participant deferral / active EE | $6,906 | $3,566+93.7% | $4,729+46.0% | $4,028+71.5% |
| Admin fee / account holder | $1,546 | $5,222-70.4% | $6,410-75.9% | $5,403-71.4% |