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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 | $131,046 | $81,870+60.1% | $119,634+9.5% | $68,490+91.3% |
| Participation rate | 82.8% | 71.9%+10.9pp | 79.3%+3.5pp | 67.9%+14.9pp |
| Annual return | -17.94% | -23.82%+5.9pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $6,683 | $2,692+148.3% | $4,232+57.9% | $2,597+157.4% |
| Participant deferral / active EE | $8,364 | $4,148+101.6% | $5,601+49.3% | $4,028+107.7% |
| Admin fee / account holder | $3,954 | $6,583-39.9% | $10,329-61.7% | $5,403-26.8% |