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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 | $107,694 | $71,872+49.8% | $86,691+24.2% | $68,495+57.2% |
| Participation rate | 86.0% | 72.2%+13.8pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -13.34% | 3.53%-16.9pp | 35.94%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,380 | $2,173+9.5% | $2,837-16.1% | $2,596-8.3% |
| Participant deferral / active EE | $5,744 | $3,779+52.0% | $4,656+23.4% | $4,028+42.6% |
| Admin fee / account holder | $1,496 | $6,112-75.5% | $7,492-80.0% | $5,403-72.3% |