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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 | $108,963 | $64,719+68.4% | $112,249-2.9% | $68,486+59.1% |
| Participation rate | 88.6% | 67.2%+21.4pp | 75.1%+13.5pp | 67.9%+20.7pp |
| Annual return | -14.82% | -11.40%-3.4pp | 27.48%-42.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,426 | $2,747-11.7% | $3,636-33.3% | $2,597-6.6% |
| Participant deferral / active EE | $4,966 | $3,565+39.3% | $4,729+5.0% | $4,028+23.3% |
| Admin fee / account holder | $2,036 | $5,232-61.1% | $6,412-68.3% | $5,404-62.3% |