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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 | $82,957 | $71,873+15.4% | $86,698-4.3% | $68,490+21.1% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -13.44% | 3.54%-17.0pp | 35.96%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $5,706 | $2,173+162.6% | $2,837+101.1% | $2,597+119.7% |
| Participant deferral / active EE | $8,492 | $3,779+124.7% | $4,656+82.4% | $4,028+110.8% |
| Admin fee / account holder | $1,393 | $6,110-77.2% | $7,492-81.4% | $5,403-74.2% |