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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 | $103,749 | $71,873+44.4% | $86,698+19.7% | $68,490+51.5% |
| Participation rate | 94.6% | 72.2%+22.3pp | 76.6%+18.0pp | 67.9%+26.7pp |
| Annual return | -14.13% | 3.54%-17.7pp | 35.96%-50.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,655 | $2,173-23.9% | $2,837-41.7% | $2,597-36.3% |
| Participant deferral / active EE | $5,987 | $3,779+58.4% | $4,656+28.6% | $4,028+48.6% |
| Admin fee / account holder | $4,877 | $6,110-20.2% | $7,492-34.9% | $5,403-9.7% |