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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 | $114,268 | $64,729+76.5% | $112,263+1.8% | $68,490+66.8% |
| Participation rate | 87.3% | 67.2%+20.1pp | 75.1%+12.2pp | 67.9%+19.4pp |
| Annual return | -17.90% | -11.40%-6.5pp | 27.49%-45.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $6,085 | $2,746+121.6% | $3,636+67.3% | $2,597+134.3% |
| Participant deferral / active EE | $4,033 | $3,566+13.1% | $4,729-14.7% | $4,028+0.1% |
| Admin fee / account holder | $2,746 | $5,222-47.4% | $6,410-57.2% | $5,403-49.2% |