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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 | $112,838 | $59,819+88.6% | $79,583+41.8% | $68,490+64.8% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.5%+16.7pp | 67.9%+18.3pp |
| Annual return | -18.03% | -12.30%-5.7pp | 0.16%-18.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,582 | $1,505+71.5% | $2,414+7.0% | $2,597-0.6% |
| Participant deferral / active EE | $5,586 | $3,025+84.7% | $3,986+40.2% | $4,028+38.7% |
| Admin fee / account holder | $7,209 | $4,835+49.1% | $6,835+5.5% | $5,403+33.4% |