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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 | $109,385 | $64,719+69.0% | $112,249-2.6% | $68,486+59.7% |
| Participation rate | 74.4% | 67.2%+7.2pp | 75.1%-0.7pp | 67.9%+6.5pp |
| Annual return | -15.46% | -11.40%-4.1pp | 27.48%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $10,083 | $2,747+267.1% | $3,636+177.3% | $2,597+288.3% |
| Participant deferral / active EE | $6,204 | $3,565+74.0% | $4,729+31.2% | $4,028+54.0% |
| Admin fee / account holder | $4,485 | $5,232-14.3% | $6,412-30.1% | $5,404-17.0% |