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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 | $90,905 | $71,878+26.5% | $86,698+4.9% | $68,486+32.7% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.7pp | 67.9%+15.4pp |
| Annual return | -11.51% | 3.53%-15.0pp | 35.95%-47.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $2,794 | $2,173+28.5% | $2,837-1.5% | $2,597+7.6% |
| Participant deferral / active EE | $7,140 | $3,779+89.0% | $4,656+53.4% | $4,028+77.3% |
| Admin fee / account holder | $10,226 | $6,113+67.3% | $7,493+36.5% | $5,404+89.2% |