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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 | $95,307 | $53,162+79.3% | $91,225+4.5% | $68,495+39.1% |
| Participation rate | 76.7% | 63.2%+13.5pp | 73.2%+3.5pp | 67.9%+8.8pp |
| Annual return | -16.50% | -3.14%-13.4pp | 114.10%-130.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,969 | $1,709+15.2% | $2,851-30.9% | $2,596-24.2% |
| Participant deferral / active EE | $5,783 | $2,974+94.5% | $4,234+36.6% | $4,028+43.6% |
| Admin fee / account holder | $6,310 | $4,493+40.4% | $5,422+16.4% | $5,403+16.8% |