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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 | $87,708 | $42,910+104.4% | $60,919+44.0% | $68,490+28.1% |
| Participation rate | 91.1% | 66.8%+24.3pp | 73.1%+18.0pp | 67.9%+23.2pp |
| Annual return | -15.04% | -13.99%-1.0pp | 16.96%-32.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,079 | $1,978+156.7% | $2,704+87.8% | $2,597+95.6% |
| Participant deferral / active EE | $5,285 | $2,866+84.4% | $3,814+38.6% | $4,028+31.2% |
| Admin fee / account holder | $6,077 | $3,104+95.7% | $3,228+88.3% | $5,403+12.5% |