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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 | $105,642 | $56,339+87.5% | $104,301+1.3% | $68,486+54.3% |
| Participation rate | 91.2% | 63.3%+27.9pp | 73.3%+17.9pp | 67.9%+23.3pp |
| Annual return | -15.77% | -9.19%-6.6pp | 24.61%-40.4pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,714 | $1,960-12.6% | $3,373-49.2% | $2,597-34.0% |
| Participant deferral / active EE | $3,613 | $3,077+17.4% | $4,626-21.9% | $4,028-10.3% |
| Admin fee / account holder | $4,232 | $4,902-13.7% | $7,340-42.3% | $5,404-21.7% |