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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 | $98,761 | $59,834+65.1% | $79,576+24.1% | $68,495+44.2% |
| Participation rate | 76.1% | 61.1%+15.0pp | 69.5%+6.6pp | 67.9%+8.2pp |
| Annual return | -17.40% | -12.30%-5.1pp | 0.15%-17.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,637 | $1,505+8.8% | $2,413-32.2% | $2,596-37.0% |
| Participant deferral / active EE | $4,694 | $3,024+55.2% | $3,985+17.8% | $4,028+16.5% |
| Admin fee / account holder | $9,347 | $4,835+93.3% | $6,834+36.8% | $5,403+73.0% |