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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 | $138,579 | $73,019+89.8% | $90,766+52.7% | $68,490+102.3% |
| Participation rate | 95.9% | 70.8%+25.1pp | 75.7%+20.3pp | 67.9%+28.0pp |
| Annual return | -15.07% | -13.81%-1.3pp | -12.16%-2.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,839 | $2,193+120.7% | $2,922+65.6% | $2,597+86.4% |
| Participant deferral / active EE | $7,916 | $3,626+118.3% | $4,565+73.4% | $4,028+96.5% |
| Admin fee / account holder | $30,227 | $5,897+412.6% | $8,446+257.9% | $5,403+459.5% |