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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 | $124,164 | $71,873+72.8% | $86,698+43.2% | $68,490+81.3% |
| Participation rate | 90.5% | 72.2%+18.2pp | 76.6%+13.9pp | 67.9%+22.6pp |
| Annual return | -12.74% | 3.54%-16.3pp | 35.96%-48.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $1,156 | $2,173-46.8% | $2,837-59.3% | $2,597-55.5% |
| Participant deferral / active EE | $5,400 | $3,779+42.9% | $4,656+16.0% | $4,028+34.1% |
| Admin fee / account holder | $3,562 | $6,110-41.7% | $7,492-52.5% | $5,403-34.1% |