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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 | $101,554 | $64,729+56.9% | $112,263-9.5% | $68,490+48.3% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -17.37% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,832 | $2,746+3.1% | $3,636-22.1% | $2,597+9.1% |
| Participant deferral / active EE | $3,093 | $3,566-13.3% | $4,729-34.6% | $4,028-23.2% |
| Admin fee / account holder | $1,692 | $5,222-67.6% | $6,410-73.6% | $5,403-68.7% |