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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 | $138,312 | $81,870+68.9% | $119,622+15.6% | $68,486+102.0% |
| Participation rate | 88.4% | 71.9%+16.5pp | 79.3%+9.1pp | 67.9%+20.5pp |
| Annual return | -16.67% | -23.82%+7.2pp | -14.98%-1.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,185 | $2,692-56.0% | $4,232-72.0% | $2,597-54.4% |
| Participant deferral / active EE | $5,851 | $4,148+41.1% | $5,601+4.5% | $4,028+45.3% |
| Admin fee / account holder | $4,318 | $6,583-34.4% | $10,328-58.2% | $5,404-20.1% |