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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 | $125,355 | $81,870+53.1% | $119,622+4.8% | $68,486+83.0% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.9pp | 67.9%+26.2pp |
| Annual return | -16.32% | -23.82%+7.5pp | -14.98%-1.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,772 | $2,692+77.3% | $4,232+12.8% | $2,597+83.8% |
| Participant deferral / active EE | $6,573 | $4,148+58.5% | $5,601+17.4% | $4,028+63.2% |
| Admin fee / account holder | $2,090 | $6,583-68.3% | $10,328-79.8% | $5,404-61.3% |