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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 | $94,523 | $81,870+15.5% | $119,622-21.0% | $68,486+38.0% |
| Participation rate | 97.7% | 71.9%+25.8pp | 79.3%+18.5pp | 67.9%+29.8pp |
| Annual return | -17.77% | -23.82%+6.1pp | -14.98%-2.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $4,809 | $2,692+78.7% | $4,232+13.6% | $2,597+85.2% |
| Participant deferral / active EE | $6,395 | $4,148+54.2% | $5,601+14.2% | $4,028+58.8% |
| Admin fee / account holder | $7,417 | $6,583+12.7% | $10,328-28.2% | $5,404+37.3% |