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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 | $104,897 | $71,872+45.9% | $86,691+21.0% | $68,495+53.1% |
| Participation rate | 94.7% | 72.2%+22.5pp | 76.6%+18.2pp | 67.9%+26.8pp |
| Annual return | -11.73% | 3.53%-15.3pp | 35.94%-47.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,128 | $2,173+44.0% | $2,837+10.3% | $2,596+20.5% |
| Participant deferral / active EE | $5,887 | $3,779+55.8% | $4,656+26.4% | $4,028+46.2% |
| Admin fee / account holder | $3,139 | $6,112-48.6% | $7,492-58.1% | $5,403-41.9% |