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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 | $95,751 | $71,891+33.2% | $86,690+10.5% | $68,498+39.8% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -13.11% | 3.53%-16.6pp | 35.93%-49.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,198 | $2,173+1.1% | $2,837-22.5% | $2,596-15.4% |
| Participant deferral / active EE | $4,894 | $3,779+29.5% | $4,656+5.1% | $4,027+21.5% |
| Admin fee / account holder | $8,634 | $6,112+41.3% | $7,490+15.3% | $5,403+59.8% |