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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 | $111,244 | $64,729+71.9% | $112,263-0.9% | $68,490+62.4% |
| Participation rate | 95.5% | 67.2%+28.3pp | 75.1%+20.4pp | 67.9%+27.6pp |
| Annual return | -18.16% | -11.40%-6.8pp | 27.49%-45.7pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,921 | $2,746+42.8% | $3,636+7.8% | $2,597+51.0% |
| Participant deferral / active EE | $3,679 | $3,566+3.2% | $4,729-22.2% | $4,028-8.7% |
| Admin fee / account holder | $9,521 | $5,222+82.3% | $6,410+48.5% | $5,403+76.2% |