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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 | $101,057 | $56,339+79.4% | $104,301-3.1% | $68,486+47.6% |
| Participation rate | 81.1% | 63.3%+17.9pp | 73.3%+7.9pp | 67.9%+13.2pp |
| Annual return | -9.47% | -9.19%-0.3pp | 24.61%-34.1pp | -7.85%-1.6pp |
| Employer contribution / active EE | $2,917 | $1,960+48.8% | $3,373-13.5% | $2,597+12.3% |
| Participant deferral / active EE | $5,455 | $3,077+77.3% | $4,626+17.9% | $4,028+35.5% |
| Admin fee / account holder | $3,646 | $4,902-25.6% | $7,340-50.3% | $5,404-32.5% |