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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 | $104,466 | $73,019+43.1% | $90,766+15.1% | $68,490+52.5% |
| Participation rate | 86.1% | 70.8%+15.3pp | 75.7%+10.4pp | 67.9%+18.2pp |
| Annual return | -12.83% | -13.81%+1.0pp | -12.16%-0.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,316 | $2,193+5.6% | $2,922-20.7% | $2,597-10.8% |
| Participant deferral / active EE | $5,682 | $3,626+56.7% | $4,565+24.5% | $4,028+41.1% |
| Admin fee / account holder | $4,396 | $5,897-25.5% | $8,446-48.0% | $5,403-18.6% |