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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 | $122,698 | $64,729+89.6% | $112,263+9.3% | $68,490+79.1% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.1%+12.8pp | 67.9%+20.0pp |
| Annual return | -10.26% | -11.40%+1.1pp | 27.49%-37.7pp | -7.85%-2.4pp |
| Employer contribution / active EE | $2,410 | $2,746-12.2% | $3,636-33.7% | $2,597-7.2% |
| Participant deferral / active EE | $5,132 | $3,566+43.9% | $4,729+8.5% | $4,028+27.4% |
| Admin fee / account holder | $1,636 | $5,222-68.7% | $6,410-74.5% | $5,403-69.7% |