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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 | $109,045 | $64,719+68.5% | $112,249-2.9% | $68,486+59.2% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -15.25% | -11.40%-3.9pp | 27.48%-42.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $8,698 | $2,747+216.7% | $3,636+139.2% | $2,597+235.0% |
| Participant deferral / active EE | $5,848 | $3,565+64.0% | $4,729+23.7% | $4,028+45.2% |
| Admin fee / account holder | $2,294 | $5,232-56.2% | $6,412-64.2% | $5,404-57.5% |