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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 | $90,424 | $71,878+25.8% | $86,698+4.3% | $68,486+32.0% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -18.77% | 3.53%-22.3pp | 35.95%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,550 | $2,173+17.3% | $2,837-10.1% | $2,597-1.8% |
| Participant deferral / active EE | $6,097 | $3,779+61.3% | $4,656+30.9% | $4,028+51.4% |
| Admin fee / account holder | $7,307 | $6,113+19.5% | $7,493-2.5% | $5,404+35.2% |