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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 | $117,452 | $71,872+63.4% | $86,691+35.5% | $68,495+71.5% |
| Participation rate | 81.6% | 72.2%+9.3pp | 76.6%+5.0pp | 67.9%+13.7pp |
| Annual return | -15.16% | 3.53%-18.7pp | 35.94%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $6,947 | $2,173+219.7% | $2,837+144.9% | $2,596+167.6% |
| Participant deferral / active EE | $2,085 | $3,779-44.8% | $4,656-55.2% | $4,028-48.2% |
| Admin fee / account holder | $1,982 | $6,112-67.6% | $7,492-73.5% | $5,403-63.3% |