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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 | $134,400 | $64,716+107.7% | $112,258+19.7% | $68,495+96.2% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -18.18% | -11.40%-6.8pp | 27.47%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,574 | $2,746-42.7% | $3,636-56.7% | $2,596-39.4% |
| Participant deferral / active EE | $6,624 | $3,565+85.8% | $4,728+40.1% | $4,028+64.5% |
| Admin fee / account holder | $3,796 | $5,232-27.4% | $6,411-40.8% | $5,403-29.7% |