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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 | $96,411 | $71,873+34.1% | $86,698+11.2% | $68,490+40.8% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -16.72% | 3.54%-20.3pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $4,117 | $2,173+89.4% | $2,837+45.1% | $2,597+58.5% |
| Participant deferral / active EE | $10,769 | $3,779+184.9% | $4,656+131.3% | $4,028+167.4% |
| Admin fee / account holder | $438 | $6,110-92.8% | $7,492-94.2% | $5,403-91.9% |