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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 | $84,934 | $71,873+18.2% | $86,698-2.0% | $68,490+24.0% |
| Participation rate | 91.5% | 72.2%+19.3pp | 76.6%+15.0pp | 67.9%+23.7pp |
| Annual return | -18.26% | 3.54%-21.8pp | 35.96%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,584 | $2,173+18.9% | $2,837-8.9% | $2,597-0.5% |
| Participant deferral / active EE | $5,259 | $3,779+39.1% | $4,656+12.9% | $4,028+30.6% |
| Admin fee / account holder | $14,823 | $6,110+142.6% | $7,492+97.9% | $5,403+174.4% |