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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 | $96,732 | $71,873+34.6% | $86,698+11.6% | $68,490+41.2% |
| Participation rate | 93.7% | 72.2%+21.4pp | 76.6%+17.1pp | 67.9%+25.8pp |
| Annual return | -18.19% | 3.54%-21.7pp | 35.96%-54.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,815 | $2,173-16.5% | $2,837-36.0% | $2,597-30.1% |
| Participant deferral / active EE | $4,777 | $3,779+26.4% | $4,656+2.6% | $4,028+18.6% |
| Admin fee / account holder | $4,313 | $6,110-29.4% | $7,492-42.4% | $5,403-20.2% |