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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 | $97,651 | $71,878+35.9% | $86,698+12.6% | $68,486+42.6% |
| Participation rate | 71.0% | 72.2%-1.2pp | 76.6%-5.6pp | 67.9%+3.1pp |
| Annual return | -16.26% | 3.53%-19.8pp | 35.95%-52.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,029 | $2,173-6.6% | $2,837-28.5% | $2,597-21.8% |
| Participant deferral / active EE | $4,106 | $3,779+8.7% | $4,656-11.8% | $4,028+2.0% |
| Admin fee / account holder | $10,173 | $6,113+66.4% | $7,493+35.8% | $5,404+88.3% |