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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 | $80,454 | $42,917+87.5% | $60,899+32.1% | $68,495+17.5% |
| Participation rate | 91.2% | 66.8%+24.4pp | 73.1%+18.1pp | 67.9%+23.3pp |
| Annual return | -15.35% | -13.99%-1.4pp | 16.92%-32.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,820 | $1,979+93.1% | $2,702+41.4% | $2,596+47.1% |
| Participant deferral / active EE | $5,388 | $2,867+88.0% | $3,817+41.2% | $4,028+33.8% |
| Admin fee / account holder | $4,073 | $3,102+31.3% | $3,225+26.3% | $5,403-24.6% |