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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 | $98,345 | $48,267+103.8% | $68,808+42.9% | $68,486+43.6% |
| Participation rate | 74.1% | 60.7%+13.4pp | 69.0%+5.1pp | 67.9%+6.2pp |
| Annual return | -12.99% | -12.70%-0.3pp | -6.37%-6.6pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,649 | $1,829+44.9% | $2,656-0.2% | $2,597+2.0% |
| Participant deferral / active EE | $4,760 | $2,867+66.0% | $3,942+20.8% | $4,028+18.2% |
| Admin fee / account holder | $5,151 | $4,362+18.1% | $4,936+4.4% | $5,404-4.7% |