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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 | $96,488 | $56,339+71.3% | $104,301-7.5% | $68,495+40.9% |
| Participation rate | 92.5% | 63.3%+29.2pp | 73.3%+19.2pp | 67.9%+24.6pp |
| Annual return | -15.58% | -9.19%-6.4pp | 24.61%-40.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,966 | $1,960+51.3% | $3,373-12.0% | $2,596+14.2% |
| Participant deferral / active EE | $4,816 | $3,077+56.5% | $4,626+4.1% | $4,028+19.6% |
| Admin fee / account holder | $749 | $4,902-84.7% | $7,340-89.8% | $5,403-86.1% |