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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 | $104,908 | $81,870+28.1% | $119,634-12.3% | $68,490+53.2% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -14.14% | -23.82%+9.7pp | -14.98%+0.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,396 | $2,692+26.2% | $4,232-19.8% | $2,597+30.8% |
| Participant deferral / active EE | $4,942 | $4,148+19.1% | $5,601-11.8% | $4,028+22.7% |
| Admin fee / account holder | $9,788 | $6,583+48.7% | $10,329-5.2% | $5,403+81.2% |