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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 | $92,102 | $71,873+28.1% | $86,698+6.2% | $68,490+34.5% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -14.02% | 3.54%-17.6pp | 35.96%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,821 | $2,173-16.2% | $2,837-35.8% | $2,597-29.9% |
| Participant deferral / active EE | $6,534 | $3,779+72.9% | $4,656+40.3% | $4,028+62.2% |
| Admin fee / account holder | $2,101 | $6,110-65.6% | $7,492-72.0% | $5,403-61.1% |