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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 | $127,149 | $64,729+96.4% | $112,263+13.3% | $68,490+85.6% |
| Participation rate | 84.7% | 67.2%+17.6pp | 75.1%+9.7pp | 67.9%+16.8pp |
| Annual return | -18.22% | -11.40%-6.8pp | 27.49%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,971 | $2,746+8.2% | $3,636-18.3% | $2,597+14.4% |
| Participant deferral / active EE | $8,528 | $3,566+139.2% | $4,729+80.3% | $4,028+111.7% |
| Admin fee / account holder | $5,398 | $5,222+3.4% | $6,410-15.8% | $5,403-0.1% |