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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 | $144,063 | $71,873+100.4% | $86,698+66.2% | $68,490+110.3% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -11.83% | 3.54%-15.4pp | 35.96%-47.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $3,516 | $2,173+61.8% | $2,837+23.9% | $2,597+35.4% |
| Participant deferral / active EE | $4,589 | $3,779+21.4% | $4,656-1.5% | $4,028+13.9% |
| Admin fee / account holder | $3,730 | $6,110-39.0% | $7,492-50.2% | $5,403-31.0% |