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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 | $118,254 | $64,729+82.7% | $112,263+5.3% | $68,490+72.7% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -1.15% | -11.40%+10.2pp | 27.49%-28.6pp | -7.85%+6.7pp |
| Employer contribution / active EE | $1,772 | $2,746-35.5% | $3,636-51.3% | $2,597-31.8% |
| Participant deferral / active EE | $3,726 | $3,566+4.5% | $4,729-21.2% | $4,028-7.5% |
| Admin fee / account holder | $1,114 | $5,222-78.7% | $6,410-82.6% | $5,403-79.4% |