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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 | $107,655 | $81,870+31.5% | $119,634-10.0% | $68,490+57.2% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.3%+6.0pp | 67.9%+17.4pp |
| Annual return | -15.22% | -23.82%+8.6pp | -14.98%-0.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $5,738 | $2,692+113.2% | $4,232+35.6% | $2,597+121.0% |
| Participant deferral / active EE | $8,545 | $4,148+106.0% | $5,601+52.6% | $4,028+112.2% |
| Admin fee / account holder | $1,609 | $6,583-75.6% | $10,329-84.4% | $5,403-70.2% |