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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 | $91,145 | $71,878+26.8% | $86,698+5.1% | $68,486+33.1% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -17.03% | 3.53%-20.6pp | 35.95%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $5,068 | $2,173+133.2% | $2,837+78.7% | $2,597+95.2% |
| Participant deferral / active EE | $5,131 | $3,779+35.8% | $4,656+10.2% | $4,028+27.4% |
| Admin fee / account holder | $4,850 | $6,113-20.7% | $7,493-35.3% | $5,404-10.2% |