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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 | $79,509 | $71,878+10.6% | $86,698-8.3% | $68,486+16.1% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -15.96% | 3.53%-19.5pp | 35.95%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,276 | $2,173+50.7% | $2,837+15.5% | $2,597+26.2% |
| Participant deferral / active EE | $5,223 | $3,779+38.2% | $4,656+12.2% | $4,028+29.7% |
| Admin fee / account holder | $10,610 | $6,113+73.6% | $7,493+41.6% | $5,404+96.3% |