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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 | $96,597 | $42,909+125.1% | $60,906+58.6% | $68,486+41.0% |
| Participation rate | 86.0% | 66.8%+19.3pp | 73.1%+12.9pp | 67.9%+18.2pp |
| Annual return | -10.59% | -13.99%+3.4pp | 16.94%-27.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $5,504 | $1,979+178.2% | $2,703+103.6% | $2,597+112.0% |
| Participant deferral / active EE | $9,560 | $2,866+233.5% | $3,814+150.7% | $4,028+137.4% |
| Admin fee / account holder | $20,335 | $3,104+555.1% | $3,227+530.1% | $5,404+276.3% |