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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 | $161,960 | $53,162+204.7% | $91,227+77.5% | $68,490+136.5% |
| Participation rate | 92.9% | 63.2%+29.6pp | 73.2%+19.7pp | 67.9%+25.0pp |
| Annual return | -11.85% | -3.14%-8.7pp | 114.14%-126.0pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,904 | $1,709+11.4% | $2,851-33.2% | $2,597-26.7% |
| Participant deferral / active EE | $4,387 | $2,974+47.5% | $4,234+3.6% | $4,028+8.9% |
| Admin fee / account holder | $2,743 | $4,493-38.9% | $5,423-49.4% | $5,403-49.2% |