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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 | $62,704 | $53,162+17.9% | $91,225-31.3% | $68,486-8.4% |
| Participation rate | 80.6% | 63.2%+17.3pp | 73.2%+7.4pp | 67.9%+12.7pp |
| Annual return | -16.94% | -3.14%-13.8pp | 114.12%-131.1pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,036 | $1,709+19.1% | $2,851-28.6% | $2,597-21.6% |
| Participant deferral / active EE | $4,495 | $2,974+51.2% | $4,233+6.2% | $4,028+11.6% |
| Admin fee / account holder | $11,322 | $4,493+152.0% | $5,422+108.8% | $5,404+109.5% |