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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 | $107,323 | $64,719+65.8% | $112,249-4.4% | $68,486+56.7% |
| Participation rate | 83.3% | 67.2%+16.2pp | 75.1%+8.3pp | 67.9%+15.4pp |
| Annual return | -11.53% | -11.40%-0.1pp | 27.48%-39.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $2,897 | $2,747+5.5% | $3,636-20.3% | $2,597+11.6% |
| Participant deferral / active EE | $5,506 | $3,565+54.4% | $4,729+16.4% | $4,028+36.7% |
| Admin fee / account holder | $17,233 | $5,232+229.4% | $6,412+168.8% | $5,404+218.9% |