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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 | $100,918 | $71,878+40.4% | $86,698+16.4% | $68,486+47.4% |
| Participation rate | 77.4% | 72.2%+5.1pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | -16.53% | 3.53%-20.1pp | 35.95%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $3,158 | $2,173+45.3% | $2,837+11.3% | $2,597+21.6% |
| Participant deferral / active EE | $5,614 | $3,779+48.5% | $4,656+20.6% | $4,028+39.4% |
| Admin fee / account holder | $4,650 | $6,113-23.9% | $7,493-37.9% | $5,404-14.0% |