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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 | $138,085 | $64,719+113.4% | $112,249+23.0% | $68,486+101.6% |
| Participation rate | 83.9% | 67.2%+16.7pp | 75.1%+8.8pp | 67.9%+16.0pp |
| Annual return | -13.70% | -11.40%-2.3pp | 27.48%-41.2pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,641 | $2,747-3.8% | $3,636-27.4% | $2,597+1.7% |
| Participant deferral / active EE | $4,285 | $3,565+20.2% | $4,729-9.4% | $4,028+6.4% |
| Admin fee / account holder | $10,662 | $5,232+103.8% | $6,412+66.3% | $5,404+97.3% |