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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 | $55,486 | $42,910+29.3% | $60,919-8.9% | $68,490-19.0% |
| Participation rate | 96.1% | 66.8%+29.3pp | 73.1%+23.0pp | 67.9%+28.2pp |
| Annual return | -15.27% | -13.99%-1.3pp | 16.96%-32.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,872 | $1,978-5.4% | $2,704-30.8% | $2,597-27.9% |
| Participant deferral / active EE | $4,043 | $2,866+41.1% | $3,814+6.0% | $4,028+0.4% |
| Admin fee / account holder | $5,774 | $3,104+86.0% | $3,228+78.9% | $5,403+6.9% |