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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 | $152,598 | $81,870+86.4% | $119,622+27.6% | $68,486+122.8% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -16.21% | -23.82%+7.6pp | -14.98%-1.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $3,107 | $2,692+15.4% | $4,232-26.6% | $2,597+19.7% |
| Participant deferral / active EE | $9,088 | $4,148+119.1% | $5,601+62.3% | $4,028+125.6% |
| Admin fee / account holder | $9,100 | $6,583+38.2% | $10,328-11.9% | $5,404+68.4% |