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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 | $85,729 | $53,546+60.1% | $69,884+22.7% | $68,486+25.2% |
| Participation rate | 94.5% | 64.5%+30.0pp | 70.5%+24.1pp | 67.9%+26.7pp |
| Annual return | -9.38% | -13.87%+4.5pp | 190.81%-200.2pp | -7.85%-1.5pp |
| Employer contribution / active EE | $3,820 | $2,019+89.2% | $2,560+49.2% | $2,597+47.1% |
| Participant deferral / active EE | $3,623 | $2,957+22.5% | $3,848-5.8% | $4,028-10.0% |
| Admin fee / account holder | $6,960 | $4,693+48.3% | $6,266+11.1% | $5,404+28.8% |