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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 | $98,612 | $71,873+37.2% | $86,698+13.7% | $68,490+44.0% |
| Participation rate | 85.5% | 72.2%+13.3pp | 76.6%+8.9pp | 67.9%+17.6pp |
| Annual return | -14.88% | 3.54%-18.4pp | 35.96%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,621 | $2,173+20.6% | $2,837-7.6% | $2,597+0.9% |
| Participant deferral / active EE | $3,726 | $3,779-1.4% | $4,656-20.0% | $4,028-7.5% |
| Admin fee / account holder | $1,883 | $6,110-69.2% | $7,492-74.9% | $5,403-65.2% |