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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 | $212,905 | $81,870+160.1% | $119,622+78.0% | $68,486+210.9% |
| Participation rate | 90.7% | 71.9%+18.8pp | 79.3%+11.4pp | 67.9%+22.8pp |
| Annual return | -16.56% | -23.82%+7.3pp | -14.98%-1.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,386 | $2,692+25.8% | $4,232-20.0% | $2,597+30.4% |
| Participant deferral / active EE | $8,244 | $4,148+98.7% | $5,601+47.2% | $4,028+104.7% |
| Admin fee / account holder | $5,160 | $6,583-21.6% | $10,328-50.0% | $5,404-4.5% |