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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 | $123,811 | $64,716+91.3% | $112,258+10.3% | $68,495+80.8% |
| Participation rate | 87.3% | 67.2%+20.1pp | 75.1%+12.2pp | 67.9%+19.4pp |
| Annual return | -15.79% | -11.40%-4.4pp | 27.47%-43.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,823 | $2,746+2.8% | $3,636-22.4% | $2,596+8.7% |
| Participant deferral / active EE | $10,097 | $3,565+183.2% | $4,728+113.5% | $4,028+150.7% |
| Admin fee / account holder | $2,752 | $5,232-47.4% | $6,411-57.1% | $5,403-49.1% |