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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 | $94,475 | $64,729+46.0% | $112,263-15.8% | $68,490+37.9% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -16.05% | -11.40%-4.7pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,049 | $2,746+11.0% | $3,636-16.1% | $2,597+17.4% |
| Participant deferral / active EE | $5,429 | $3,566+52.2% | $4,729+14.8% | $4,028+34.8% |
| Admin fee / account holder | $7,993 | $5,222+53.1% | $6,410+24.7% | $5,403+47.9% |