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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 | $116,878 | $56,339+107.5% | $104,301+12.1% | $68,495+70.6% |
| Participation rate | 90.9% | 63.3%+27.6pp | 73.3%+17.6pp | 67.9%+23.0pp |
| Annual return | -15.03% | -9.19%-5.8pp | 24.61%-39.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,375 | $1,960+21.2% | $3,373-29.6% | $2,596-8.5% |
| Participant deferral / active EE | $3,694 | $3,077+20.0% | $4,626-20.1% | $4,028-8.3% |
| Admin fee / account holder | $10,962 | $4,902+123.7% | $7,340+49.3% | $5,403+102.9% |