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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 | $107,520 | $71,873+49.6% | $86,698+24.0% | $68,490+57.0% |
| Participation rate | 73.6% | 72.2%+1.3pp | 76.6%-3.0pp | 67.9%+5.7pp |
| Annual return | -16.10% | 3.54%-19.6pp | 35.96%-52.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,031 | $2,173-6.5% | $2,837-28.4% | $2,597-21.8% |
| Participant deferral / active EE | $6,065 | $3,779+60.5% | $4,656+30.3% | $4,028+50.6% |
| Admin fee / account holder | $1,711 | $6,110-72.0% | $7,492-77.2% | $5,403-68.3% |