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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 | $109,367 | $71,878+52.2% | $86,698+26.1% | $68,486+59.7% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -16.52% | 3.53%-20.1pp | 35.95%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,838 | $2,173-15.4% | $2,837-35.2% | $2,597-29.2% |
| Participant deferral / active EE | $3,836 | $3,779+1.5% | $4,656-17.6% | $4,028-4.8% |
| Admin fee / account holder | $6,298 | $6,113+3.0% | $7,493-15.9% | $5,404+16.6% |