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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 | $80,575 | $59,813+34.7% | $79,580+1.3% | $68,486+17.7% |
| Participation rate | 83.1% | 61.1%+22.0pp | 69.5%+13.6pp | 67.9%+15.2pp |
| Annual return | -11.49% | -12.30%+0.8pp | 0.15%-11.6pp | -7.85%-3.6pp |
| Employer contribution / active EE | $7,831 | $1,505+420.3% | $2,413+224.5% | $2,597+201.6% |
| Participant deferral / active EE | $6,267 | $3,024+107.2% | $3,985+57.2% | $4,028+55.6% |
| Admin fee / account holder | $18,082 | $4,835+274.0% | $6,835+164.5% | $5,404+234.6% |