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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 | $42,917+70.4% | $60,899+20.1% | $68,495+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 | 16.92%-26.3pp | -7.84%-1.6pp |
| Employer contribution / active EE | $3,272 | $1,979+65.3% | $2,702+21.1% | $2,596+26.0% |
| Participant deferral / active EE | $2,402 | $2,867-16.2% | $3,817-37.1% | $4,028-40.4% |
| Admin fee / account holder | $7,275 | $3,102+134.5% | $3,225+125.6% | $5,403+34.6% |