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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 | $89,196 | $64,729+37.8% | $112,263-20.5% | $68,490+30.2% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -14.60% | -11.40%-3.2pp | 27.49%-42.1pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,561 | $2,746+29.7% | $3,636-2.1% | $2,597+37.1% |
| Participant deferral / active EE | $7,107 | $3,566+99.3% | $4,729+50.3% | $4,028+76.5% |
| Admin fee / account holder | $10,135 | $5,222+94.1% | $6,410+58.1% | $5,403+87.6% |