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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 | $106,198 | $83,427+27.3% | $115,756-8.3% | $68,486+55.1% |
| Participation rate | 97.1% | 71.9%+25.2pp | 77.1%+20.1pp | 67.9%+29.2pp |
| Annual return | -13.24% | -10.95%-2.3pp | 143.14%-156.4pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,417 | $3,075-21.4% | $3,793-36.3% | $2,597-6.9% |
| Participant deferral / active EE | $9,963 | $5,355+86.0% | $6,254+59.3% | $4,028+147.4% |
| Admin fee / account holder | $7,281 | $5,708+27.6% | $8,124-10.4% | $5,404+34.7% |