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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 | $120,573 | $64,729+86.3% | $112,263+7.4% | $68,490+76.0% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.1%-1.4pp | 67.9%+5.8pp |
| Annual return | -14.64% | -11.40%-3.2pp | 27.49%-42.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,978 | $2,746+8.4% | $3,636-18.1% | $2,597+14.7% |
| Participant deferral / active EE | $5,647 | $3,566+58.4% | $4,729+19.4% | $4,028+40.2% |
| Admin fee / account holder | $8,340 | $5,222+59.7% | $6,410+30.1% | $5,403+54.4% |