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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 | $87,748 | $81,870+7.2% | $119,634-26.7% | $68,490+28.1% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | -15.66% | -23.82%+8.2pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,714 | $2,692+75.1% | $4,232+11.4% | $2,597+81.5% |
| Participant deferral / active EE | $5,808 | $4,148+40.0% | $5,601+3.7% | $4,028+44.2% |
| Admin fee / account holder | $10,089 | $6,583+53.3% | $10,329-2.3% | $5,403+86.7% |