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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 | $93,402 | $64,729+44.3% | $112,263-16.8% | $68,490+36.4% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -14.19% | -11.40%-2.8pp | 27.49%-41.7pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,058 | $2,746+11.4% | $3,636-15.9% | $2,597+17.8% |
| Participant deferral / active EE | $8,398 | $3,566+135.5% | $4,729+77.6% | $4,028+108.5% |
| Admin fee / account holder | $1,469 | $5,222-71.9% | $6,410-77.1% | $5,403-72.8% |