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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 | $102,463 | $65,437+56.6% | $86,698+18.2% | $66,949+53.0% |
| Participation rate | 76.0% | 75.5%+0.5pp | 76.6%-0.6pp | 69.8%+6.1pp |
| Annual return | -10.22% | -10.91%+0.7pp | 35.96%-46.2pp | 1.57%-11.8pp |
| Employer contribution / active EE | $2,435 | $2,154+13.1% | $2,837-14.2% | $2,545-4.3% |
| Participant deferral / active EE | $5,216 | $4,102+27.2% | $4,656+12.0% | $4,239+23.1% |
| Admin fee / account holder | $2,149 | $642+235.0% | $7,492-71.3% | $594+262.1% |