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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 | $87,849 | $64,729+35.7% | $112,263-21.7% | $68,490+28.3% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -17.35% | -11.40%-6.0pp | 27.49%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,600 | $2,746+31.1% | $3,636-1.0% | $2,597+38.6% |
| Participant deferral / active EE | $9,273 | $3,566+160.1% | $4,729+96.1% | $4,028+130.2% |
| Admin fee / account holder | $2,290 | $5,222-56.1% | $6,410-64.3% | $5,403-57.6% |