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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 | $78,801 | $48,267+63.3% | $68,808+14.5% | $68,486+15.1% |
| Participation rate | 91.1% | 60.7%+30.4pp | 69.0%+22.1pp | 67.9%+23.2pp |
| Annual return | -10.20% | -12.70%+2.5pp | -6.37%-3.8pp | -7.85%-2.4pp |
| Employer contribution / active EE | $3,631 | $1,829+98.5% | $2,656+36.7% | $2,597+39.9% |
| Participant deferral / active EE | $6,134 | $2,867+114.0% | $3,942+55.6% | $4,028+52.3% |
| Admin fee / account holder | $7,577 | $4,362+73.7% | $4,936+53.5% | $5,404+40.2% |