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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 | $95,686 | $71,872+33.1% | $86,691+10.4% | $68,495+39.7% |
| Participation rate | 81.1% | 72.2%+8.9pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -10.82% | 3.53%-14.3pp | 35.94%-46.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,435 | $2,173-34.0% | $2,837-49.4% | $2,596-44.8% |
| Participant deferral / active EE | $5,734 | $3,779+51.7% | $4,656+23.2% | $4,028+42.4% |
| Admin fee / account holder | $10,809 | $6,112+76.9% | $7,492+44.3% | $5,403+100.0% |