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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 | $73,120 | $42,909+70.4% | $60,906+20.1% | $68,486+6.8% |
| Participation rate | 87.1% | 66.8%+20.3pp | 73.1%+14.0pp | 67.9%+19.2pp |
| Annual return | -9.43% | -13.99%+4.6pp | 16.94%-26.4pp | -7.85%-1.6pp |
| Employer contribution / active EE | $3,272 | $1,979+65.3% | $2,703+21.0% | $2,597+26.0% |
| Participant deferral / active EE | $2,402 | $2,866-16.2% | $3,814-37.0% | $4,028-40.4% |
| Admin fee / account holder | $7,275 | $3,104+134.4% | $3,227+125.4% | $5,404+34.6% |