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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 | $125,341 | $64,719+93.7% | $112,249+11.7% | $68,486+83.0% |
| Participation rate | 70.4% | 67.2%+3.3pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -16.19% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,457 | $2,747-10.6% | $3,636-32.4% | $2,597-5.4% |
| Participant deferral / active EE | $4,903 | $3,565+37.5% | $4,729+3.7% | $4,028+21.7% |
| Admin fee / account holder | $2,875 | $5,232-45.0% | $6,412-55.2% | $5,404-46.8% |