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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 | $108,915 | $42,910+153.8% | $60,919+78.8% | $68,490+59.0% |
| Participation rate | 87.5% | 66.8%+20.7pp | 73.1%+14.4pp | 67.9%+19.6pp |
| Annual return | -12.64% | -13.99%+1.3pp | 16.96%-29.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,597 | $1,978+31.3% | $2,704-4.0% | $2,5970% |
| Participant deferral / active EE | $5,608 | $2,866+95.7% | $3,814+47.0% | $4,028+39.2% |
| Admin fee / account holder | $15,690 | $3,104+405.4% | $3,228+386.1% | $5,403+190.4% |