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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 | $98,158 | $71,873+36.6% | $86,698+13.2% | $68,490+43.3% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -14.70% | 3.54%-18.2pp | 35.96%-50.7pp | -7.85%-6.8pp |
| Employer contribution / active EE | $938 | $2,173-56.8% | $2,837-66.9% | $2,597-63.9% |
| Participant deferral / active EE | $5,052 | $3,779+33.7% | $4,656+8.5% | $4,028+25.4% |
| Admin fee / account holder | $712 | $6,110-88.3% | $7,492-90.5% | $5,403-86.8% |