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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 | $98,623 | $73,839+33.6% | $143,788-31.4% | $68,495+44.0% |
| Participation rate | 95.1% | 66.7%+28.4pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -11.33% | 1.01%-12.3pp | -0.03%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $7,741 | $3,184+143.1% | $4,952+56.3% | $2,596+198.1% |
| Participant deferral / active EE | $6,360 | $3,384+87.9% | $5,638+12.8% | $4,028+57.9% |
| Admin fee / account holder | $2,431 | $5,755-57.7% | $14,675-83.4% | $5,403-55.0% |