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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 | $87,016 | $64,719+34.5% | $112,249-22.5% | $68,486+27.1% |
| Participation rate | 89.2% | 67.2%+22.0pp | 75.1%+14.1pp | 67.9%+21.3pp |
| Annual return | -15.34% | -11.40%-3.9pp | 27.48%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $5,073 | $2,747+84.7% | $3,636+39.5% | $2,597+95.4% |
| Participant deferral / active EE | $2,133 | $3,565-40.2% | $4,729-54.9% | $4,028-47.0% |
| Admin fee / account holder | $5,978 | $5,232+14.3% | $6,412-6.8% | $5,404+10.6% |