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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 | $123,833 | $53,162+132.9% | $91,225+35.7% | $68,486+80.8% |
| Participation rate | 76.1% | 63.2%+12.9pp | 73.2%+2.9pp | 67.9%+8.2pp |
| Annual return | -15.21% | -3.14%-12.1pp | 114.12%-129.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,954 | $1,709+14.3% | $2,851-31.5% | $2,597-24.8% |
| Participant deferral / active EE | $4,362 | $2,974+46.7% | $4,233+3.0% | $4,028+8.3% |
| Admin fee / account holder | $2,137 | $4,493-52.4% | $5,422-60.6% | $5,404-60.5% |