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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 | $82,360 | $64,729+27.2% | $112,263-26.6% | $68,490+20.3% |
| Participation rate | 75.9% | 67.2%+8.7pp | 75.1%+0.8pp | 67.9%+8.0pp |
| Annual return | -14.16% | -11.40%-2.8pp | 27.49%-41.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,425 | $2,746+24.7% | $3,636-5.8% | $2,597+31.9% |
| Participant deferral / active EE | $2,531 | $3,566-29.0% | $4,729-46.5% | $4,028-37.2% |
| Admin fee / account holder | $3,612 | $5,222-30.8% | $6,410-43.6% | $5,403-33.1% |