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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 | $88,271 | $81,870+7.8% | $119,622-26.2% | $68,486+28.9% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.3%-2.6pp | 67.9%+8.7pp |
| Annual return | -14.26% | -23.82%+9.6pp | -14.98%+0.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,685 | $2,692-37.4% | $4,232-60.2% | $2,597-35.1% |
| Participant deferral / active EE | $8,847 | $4,148+113.3% | $5,601+58.0% | $4,028+119.7% |
| Admin fee / account holder | $2,215 | $6,583-66.4% | $10,328-78.6% | $5,404-59.0% |