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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 | $79,105 | $59,813+32.3% | $79,580-0.6% | $68,486+15.5% |
| Participation rate | 93.8% | 61.1%+32.8pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | -13.24% | -12.30%-0.9pp | 0.15%-13.4pp | -7.85%-5.4pp |
| Employer contribution / active EE | $6,173 | $1,505+310.1% | $2,413+155.8% | $2,597+137.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,802 | $4,835+61.4% | $6,835+14.2% | $5,404+44.4% |