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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 | $120,778 | $64,716+86.6% | $112,258+7.6% | $68,495+76.3% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -14.24% | -11.40%-2.8pp | 27.47%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,952 | $2,746+7.5% | $3,636-18.8% | $2,596+13.7% |
| Participant deferral / active EE | $6,871 | $3,565+92.7% | $4,728+45.3% | $4,028+70.6% |
| Admin fee / account holder | $13,569 | $5,232+159.4% | $6,411+111.6% | $5,403+151.1% |