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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 | $96,540 | $71,878+34.3% | $86,698+11.4% | $68,486+41.0% |
| Participation rate | 89.5% | 72.2%+17.3pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -15.16% | 3.53%-18.7pp | 35.95%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $3,176 | $2,173+46.1% | $2,837+12.0% | $2,597+22.3% |
| Participant deferral / active EE | $4,794 | $3,779+26.8% | $4,656+3.0% | $4,028+19.0% |
| Admin fee / account holder | $24,011 | $6,113+292.8% | $7,493+220.5% | $5,404+344.3% |