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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 | $96,067 | $73,009+31.6% | $90,760+5.8% | $68,486+40.3% |
| Participation rate | 89.7% | 70.8%+18.8pp | 75.7%+14.0pp | 67.9%+21.8pp |
| Annual return | -16.23% | -13.81%-2.4pp | -12.16%-4.1pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,968 | $2,193+35.4% | $2,922+1.6% | $2,597+14.3% |
| Participant deferral / active EE | $4,662 | $3,626+28.6% | $4,565+2.1% | $4,028+15.7% |
| Admin fee / account holder | $2,259 | $5,896-61.7% | $8,444-73.3% | $5,404-58.2% |