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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 | $79,049 | $64,729+22.1% | $112,263-29.6% | $68,490+15.4% |
| Participation rate | 89.5% | 67.2%+22.3pp | 75.1%+14.4pp | 67.9%+21.6pp |
| Annual return | -10.19% | -11.40%+1.2pp | 27.49%-37.7pp | -7.85%-2.3pp |
| Employer contribution / active EE | $5,577 | $2,746+103.1% | $3,636+53.4% | $2,597+114.8% |
| Participant deferral / active EE | $9,921 | $3,566+178.3% | $4,729+109.8% | $4,028+146.3% |
| Admin fee / account holder | $7,685 | $5,222+47.2% | $6,410+19.9% | $5,403+42.2% |