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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 | $125,813 | $81,870+53.7% | $119,634+5.2% | $68,490+83.7% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.1pp | 67.9%+13.5pp |
| Annual return | -14.12% | -23.82%+9.7pp | -14.98%+0.9pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,879 | $2,692+44.1% | $4,232-8.4% | $2,597+49.4% |
| Participant deferral / active EE | $7,673 | $4,148+85.0% | $5,601+37.0% | $4,028+90.5% |
| Admin fee / account holder | $1,356 | $6,583-79.4% | $10,329-86.9% | $5,403-74.9% |