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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 | $98,829 | $42,910+130.3% | $60,919+62.2% | $68,490+44.3% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -13.67% | -13.99%+0.3pp | 16.96%-30.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $4,017 | $1,978+103.0% | $2,704+48.6% | $2,597+54.7% |
| Participant deferral / active EE | $8,219 | $2,866+186.8% | $3,814+115.5% | $4,028+104.1% |
| Admin fee / account holder | $4,466 | $3,104+43.8% | $3,228+38.4% | $5,403-17.3% |