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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 | $99,522 | $64,716+53.8% | $112,258-11.3% | $68,495+45.3% |
| Participation rate | 93.1% | 67.2%+26.0pp | 75.1%+18.0pp | 67.9%+25.2pp |
| Annual return | -18.87% | -11.40%-7.5pp | 27.47%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $5,727 | $2,746+108.5% | $3,636+57.5% | $2,596+120.6% |
| Participant deferral / active EE | $4,278 | $3,565+20.0% | $4,728-9.5% | $4,028+6.2% |
| Admin fee / account holder | $1,131 | $5,232-78.4% | $6,411-82.4% | $5,403-79.1% |