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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 | $125,124 | $81,870+52.8% | $119,634+4.6% | $68,490+82.7% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -10.12% | -23.82%+13.7pp | -14.98%+4.9pp | -7.85%-2.3pp |
| Employer contribution / active EE | $5,284 | $2,692+96.3% | $4,232+24.9% | $2,597+103.5% |
| Participant deferral / active EE | $7,760 | $4,148+87.1% | $5,601+38.5% | $4,028+92.7% |
| Admin fee / account holder | $6,795 | $6,583+3.2% | $10,329-34.2% | $5,403+25.8% |