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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 | $82,620 | $73,009+13.2% | $90,760-9.0% | $68,486+20.6% |
| Participation rate | 94.7% | 70.8%+23.8pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | -18.20% | -13.81%-4.4pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $5,048 | $2,193+130.2% | $2,922+72.8% | $2,597+94.4% |
| Participant deferral / active EE | $6,053 | $3,626+66.9% | $4,565+32.6% | $4,028+50.3% |
| Admin fee / account holder | $4,268 | $5,896-27.6% | $8,444-49.5% | $5,404-21.0% |