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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 | $42,914+104.4% | $60,888+44.0% | $68,498+28.0% |
| Participation rate | 91.1% | 66.8%+24.3pp | 73.1%+18.0pp | 67.9%+23.2pp |
| Annual return | -15.04% | -13.99%-1.1pp | 16.91%-31.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,079 | $1,979+156.6% | $2,702+88.0% | $2,596+95.6% |
| Participant deferral / active EE | $5,285 | $2,868+84.3% | $3,817+38.5% | $4,027+31.2% |
| Admin fee / account holder | $6,077 | $3,102+95.9% | $3,225+88.4% | $5,403+12.5% |