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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 | $124,957 | $71,873+73.9% | $86,698+44.1% | $68,490+82.4% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -4.12% | 3.54%-7.7pp | 35.96%-40.1pp | -7.85%+3.7pp |
| Employer contribution / active EE | $2,550 | $2,173+17.3% | $2,837-10.1% | $2,597-1.8% |
| Participant deferral / active EE | $2,722 | $3,779-28.0% | $4,656-41.6% | $4,028-32.4% |
| Admin fee / account holder | $2,143 | $6,110-64.9% | $7,492-71.4% | $5,403-60.3% |