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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 | $94,707 | $42,917+120.7% | $60,899+55.5% | $68,495+38.3% |
| Participation rate | 93.4% | 66.8%+26.6pp | 73.1%+20.3pp | 67.9%+25.5pp |
| Annual return | -15.32% | -13.99%-1.3pp | 16.92%-32.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,940 | $1,979-1.9% | $2,702-28.2% | $2,596-25.3% |
| Participant deferral / active EE | $3,367 | $2,867+17.4% | $3,817-11.8% | $4,028-16.4% |
| Admin fee / account holder | $8,856 | $3,102+185.5% | $3,225+174.6% | $5,403+63.9% |