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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 | $90,457 | $42,909+110.8% | $60,906+48.5% | $68,486+32.1% |
| Participation rate | 94.3% | 66.8%+27.5pp | 73.1%+21.2pp | 67.9%+26.4pp |
| Annual return | -15.89% | -13.99%-1.9pp | 16.94%-32.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $9,386 | $1,979+374.4% | $2,703+247.2% | $2,597+261.5% |
| Participant deferral / active EE | $4,577 | $2,866+59.7% | $3,814+20.0% | $4,028+13.6% |
| Admin fee / account holder | $10,190 | $3,104+228.3% | $3,227+215.8% | $5,404+88.6% |