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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 | $79,189 | $71,873+10.2% | $86,698-8.7% | $68,490+15.6% |
| Participation rate | 97.2% | 72.2%+25.0pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -12.02% | 3.54%-15.6pp | 35.96%-48.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $5,672 | $2,173+161.0% | $2,837+99.9% | $2,597+118.4% |
| Participant deferral / active EE | $6,203 | $3,779+64.1% | $4,656+33.2% | $4,028+54.0% |
| Admin fee / account holder | $8,150 | $6,110+33.4% | $7,492+8.8% | $5,403+50.8% |