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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 | $92,774 | $59,819+55.1% | $79,583+16.6% | $68,490+35.5% |
| Participation rate | 88.3% | 61.1%+27.3pp | 69.5%+18.8pp | 67.9%+20.4pp |
| Annual return | -16.70% | -12.30%-4.4pp | 0.16%-16.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,699 | $1,505+79.3% | $2,414+11.8% | $2,597+3.9% |
| Participant deferral / active EE | $5,058 | $3,025+67.2% | $3,986+26.9% | $4,028+25.6% |
| Admin fee / account holder | $12,814 | $4,835+165.0% | $6,835+87.5% | $5,403+137.2% |