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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 | $105,130 | $59,819+75.7% | $79,583+32.1% | $68,490+53.5% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -14.10% | -12.30%-1.8pp | 0.16%-14.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,556 | $1,505+3.4% | $2,414-35.5% | $2,597-40.1% |
| Participant deferral / active EE | $3,811 | $3,025+26.0% | $3,986-4.4% | $4,028-5.4% |
| Admin fee / account holder | $10,279 | $4,835+112.6% | $6,835+50.4% | $5,403+90.2% |