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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 | $99,414 | $81,870+21.4% | $119,634-16.9% | $68,490+45.2% |
| Participation rate | 89.0% | 71.9%+17.1pp | 79.3%+9.7pp | 67.9%+21.1pp |
| Annual return | -17.61% | -23.82%+6.2pp | -14.98%-2.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,855 | $2,692+80.4% | $4,232+14.7% | $2,597+87.0% |
| Participant deferral / active EE | $8,271 | $4,148+99.4% | $5,601+47.7% | $4,028+105.3% |
| Admin fee / account holder | $939 | $6,583-85.7% | $10,329-90.9% | $5,403-82.6% |