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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 | $108,320 | $59,834+81.0% | $79,576+36.1% | $68,495+58.1% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | -13.66% | -12.30%-1.4pp | 0.15%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,866 | $1,505+90.4% | $2,413+18.8% | $2,596+10.4% |
| Participant deferral / active EE | $4,344 | $3,024+43.6% | $3,985+9.0% | $4,028+7.8% |
| Admin fee / account holder | $3,602 | $4,835-25.5% | $6,834-47.3% | $5,403-33.3% |