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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 | $120,187 | $42,910+180.1% | $60,919+97.3% | $68,490+75.5% |
| Participation rate | 73.0% | 66.8%+6.2pp | 73.1%-0.1pp | 67.9%+5.1pp |
| Annual return | -10.73% | -13.99%+3.3pp | 16.96%-27.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $2,663 | $1,978+34.6% | $2,704-1.5% | $2,597+2.5% |
| Participant deferral / active EE | $3,881 | $2,866+35.4% | $3,814+1.7% | $4,028-3.7% |
| Admin fee / account holder | $2,870 | $3,104-7.5% | $3,228-11.1% | $5,403-46.9% |