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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 | $102,113 | $71,872+42.1% | $86,691+17.8% | $68,495+49.1% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -11.82% | 3.53%-15.4pp | 35.94%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $4,034 | $2,173+85.6% | $2,837+42.2% | $2,596+55.4% |
| Participant deferral / active EE | $7,144 | $3,779+89.1% | $4,656+53.4% | $4,028+77.4% |
| Admin fee / account holder | $5,353 | $6,112-12.4% | $7,492-28.6% | $5,403-0.9% |