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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 | $91,772 | $53,546+71.4% | $69,884+31.3% | $68,486+34.0% |
| Participation rate | 96.3% | 64.5%+31.8pp | 70.5%+25.8pp | 67.9%+28.4pp |
| Annual return | -15.63% | -13.87%-1.8pp | 190.81%-206.4pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,639 | $2,019-18.8% | $2,560-36.0% | $2,597-36.9% |
| Participant deferral / active EE | $1,898 | $2,957-35.8% | $3,848-50.7% | $4,028-52.9% |
| Admin fee / account holder | $8,252 | $4,693+75.8% | $6,266+31.7% | $5,404+52.7% |