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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 | $106,790 | $64,719+65.0% | $112,249-4.9% | $68,486+55.9% |
| Participation rate | 80.8% | 67.2%+13.6pp | 75.1%+5.7pp | 67.9%+12.9pp |
| Annual return | -15.93% | -11.40%-4.5pp | 27.48%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,941 | $2,747-29.3% | $3,636-46.6% | $2,597-25.2% |
| Participant deferral / active EE | $4,923 | $3,565+38.1% | $4,729+4.1% | $4,028+22.2% |
| Admin fee / account holder | $2,991 | $5,232-42.8% | $6,412-53.4% | $5,404-44.7% |