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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 | $100,088 | $59,813+67.3% | $79,580+25.8% | $68,486+46.1% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.5%+12.3pp | 67.9%+13.9pp |
| Annual return | -15.89% | -12.30%-3.6pp | 0.15%-16.0pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,182 | $1,505+177.8% | $2,413+73.3% | $2,597+61.0% |
| Participant deferral / active EE | $9,236 | $3,024+205.4% | $3,985+131.7% | $4,028+129.3% |
| Admin fee / account holder | $3,149 | $4,835-34.9% | $6,835-53.9% | $5,404-41.7% |