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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 | $82,791 | $64,716+27.9% | $112,258-26.2% | $68,495+20.9% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.1pp |
| Annual return | -6.52% | -11.40%+4.9pp | 27.47%-34.0pp | -7.84%+1.3pp |
| Employer contribution / active EE | $3,783 | $2,746+37.7% | $3,636+4.0% | $2,596+45.7% |
| Participant deferral / active EE | $9,506 | $3,565+166.6% | $4,728+101.0% | $4,028+136.0% |
| Admin fee / account holder | $10,706 | $5,232+104.6% | $6,411+67.0% | $5,403+98.1% |