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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 | $107,108 | $72,404+47.9% | $110,243-2.8% | $64,173+66.9% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | -1.60% | -6.29%+4.7pp | 314.76%-316.4pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,847 | $2,282+24.8% | $3,827-25.6% | $2,381+19.6% |
| Participant deferral / active EE | $6,776 | $3,469+95.3% | $4,672+45.0% | $3,470+95.3% |
| Admin fee / account holder | $8,065 | $5,664+42.4% | $8,548-5.7% | $4,887+65.0% |