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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 | $115,648 | $59,813+93.3% | $79,580+45.3% | $68,486+68.9% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.5%+27.8pp | 67.9%+29.4pp |
| Annual return | -11.68% | -12.30%+0.6pp | 0.15%-11.8pp | -7.85%-3.8pp |
| Employer contribution / active EE | $4,119 | $1,505+173.7% | $2,413+70.7% | $2,597+58.6% |
| Participant deferral / active EE | $4,574 | $3,024+51.2% | $3,985+14.8% | $4,028+13.6% |
| Admin fee / account holder | $6,010 | $4,835+24.3% | $6,835-12.1% | $5,404+11.2% |