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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 | $105,431 | $71,878+46.7% | $86,698+21.6% | $68,486+53.9% |
| Participation rate | 75.6% | 72.2%+3.3pp | 76.6%-1.0pp | 67.9%+7.7pp |
| Annual return | -16.61% | 3.53%-20.1pp | 35.95%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,055 | $2,173-51.5% | $2,837-62.8% | $2,597-59.4% |
| Participant deferral / active EE | $4,484 | $3,779+18.6% | $4,656-3.7% | $4,028+11.3% |
| Admin fee / account holder | $31,870 | $6,113+421.4% | $7,493+325.4% | $5,404+489.8% |