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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 | $91,885 | $71,873+27.8% | $86,698+6.0% | $68,490+34.2% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.6pp | 67.9%+20.3pp |
| Annual return | -14.65% | 3.54%-18.2pp | 35.96%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,438 | $2,173+58.2% | $2,837+21.2% | $2,597+32.4% |
| Participant deferral / active EE | $6,024 | $3,779+59.4% | $4,656+29.4% | $4,028+49.6% |
| Admin fee / account holder | $966 | $6,110-84.2% | $7,492-87.1% | $5,403-82.1% |