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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 | $202,259 | $81,870+147.1% | $119,634+69.1% | $68,490+195.3% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -17.32% | -23.82%+6.5pp | -14.98%-2.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,891 | $2,692+44.6% | $4,232-8.1% | $2,597+49.9% |
| Participant deferral / active EE | $6,296 | $4,148+51.8% | $5,601+12.4% | $4,028+56.3% |
| Admin fee / account holder | $6,577 | $6,583-0.1% | $10,329-36.3% | $5,403+21.7% |