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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 | $132,841 | $81,870+62.3% | $119,634+11.0% | $68,490+94.0% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -15.80% | -23.82%+8.0pp | -14.98%-0.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $6,025 | $2,692+123.8% | $4,232+42.4% | $2,597+132.0% |
| Participant deferral / active EE | $7,706 | $4,148+85.8% | $5,601+37.6% | $4,028+91.3% |
| Admin fee / account holder | $5,591 | $6,583-15.1% | $10,329-45.9% | $5,403+3.5% |