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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 | $94,822 | $64,729+46.5% | $112,263-15.5% | $68,490+38.4% |
| Participation rate | 96.4% | 67.2%+29.2pp | 75.1%+21.3pp | 67.9%+28.5pp |
| Annual return | -16.12% | -11.40%-4.7pp | 27.49%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $4,892 | $2,746+78.2% | $3,636+34.5% | $2,597+88.4% |
| Participant deferral / active EE | $4,790 | $3,566+34.3% | $4,729+1.3% | $4,028+18.9% |
| Admin fee / account holder | $7,320 | $5,222+40.2% | $6,410+14.2% | $5,403+35.5% |