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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 | $120,345 | $64,719+86.0% | $112,249+7.2% | $68,486+75.7% |
| Participation rate | 76.5% | 67.2%+9.3pp | 75.1%+1.4pp | 67.9%+8.6pp |
| Annual return | -18.79% | -11.40%-7.4pp | 27.48%-46.3pp | -7.85%-10.9pp |
| Employer contribution / active EE | $6,938 | $2,747+152.6% | $3,636+90.8% | $2,597+167.2% |
| Participant deferral / active EE | $3,054 | $3,565-14.3% | $4,729-35.4% | $4,028-24.2% |
| Admin fee / account holder | $2,338 | $5,232-55.3% | $6,412-63.5% | $5,404-56.7% |