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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 | $97,482 | $71,878+35.6% | $86,698+12.4% | $68,486+42.3% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -17.81% | 3.53%-21.3pp | 35.95%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,867 | $2,173-14.1% | $2,837-34.2% | $2,597-28.1% |
| Participant deferral / active EE | $6,928 | $3,779+83.3% | $4,656+48.8% | $4,028+72.0% |
| Admin fee / account holder | $16,833 | $6,113+175.4% | $7,493+124.7% | $5,404+211.5% |