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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 | $110,964 | $81,870+35.5% | $119,634-7.2% | $68,490+62.0% |
| Participation rate | 98.5% | 71.9%+26.6pp | 79.3%+19.3pp | 67.9%+30.6pp |
| Annual return | -16.97% | -23.82%+6.8pp | -14.98%-2.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,127 | $2,692+16.2% | $4,232-26.1% | $2,597+20.4% |
| Participant deferral / active EE | $8,341 | $4,148+101.1% | $5,601+48.9% | $4,028+107.1% |
| Admin fee / account holder | $5,211 | $6,583-20.8% | $10,329-49.5% | $5,403-3.5% |