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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 | $93,032 | $60,989+52.5% | $60,906+52.7% | $66,938+39.0% |
| Participation rate | 97.0% | 74.5%+22.6pp | 73.1%+23.9pp | 69.8%+27.2pp |
| Annual return | -16.23% | -9.60%-6.6pp | 16.94%-33.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,797 | $2,661+80.3% | $2,703+77.5% | $2,545+88.5% |
| Participant deferral / active EE | $9,837 | $3,615+172.1% | $3,814+157.9% | $4,238+132.1% |
| Admin fee / account holder | $23,729 | $338+6910.9% | $3,227+635.3% | $594+3898.1% |