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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 | $111,384 | $46,697+138.5% | $117,533-5.2% | $68,486+62.6% |
| Participation rate | 96.4% | 56.8%+39.7pp | 70.6%+25.8pp | 67.9%+28.5pp |
| Annual return | -12.93% | -14.52%+1.6pp | 29.77%-42.7pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,676 | $1,506+77.7% | $4,179-36.0% | $2,597+3.1% |
| Participant deferral / active EE | $4,532 | $2,637+71.8% | $4,072+11.3% | $4,028+12.5% |
| Admin fee / account holder | $3,404 | $4,023-15.4% | $5,647-39.7% | $5,404-37.0% |