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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 | $115,676 | $81,870+41.3% | $119,622-3.3% | $68,486+68.9% |
| Participation rate | 76.7% | 71.9%+4.8pp | 79.3%-2.6pp | 67.9%+8.8pp |
| Annual return | -17.38% | -23.82%+6.4pp | -14.98%-2.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,536 | $2,692+68.5% | $4,232+7.2% | $2,597+74.7% |
| Participant deferral / active EE | $8,109 | $4,148+95.5% | $5,601+44.8% | $4,028+101.3% |
| Admin fee / account holder | $984 | $6,583-85.1% | $10,328-90.5% | $5,404-81.8% |