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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 | $78,871 | $64,719+21.9% | $112,249-29.7% | $68,486+15.2% |
| Participation rate | 79.1% | 67.2%+11.9pp | 75.1%+4.0pp | 67.9%+11.2pp |
| Annual return | -17.29% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $5,685 | $2,747+107.0% | $3,636+56.3% | $2,597+118.9% |
| Participant deferral / active EE | $3,072 | $3,565-13.8% | $4,729-35.0% | $4,028-23.7% |
| Admin fee / account holder | $807 | $5,232-84.6% | $6,412-87.4% | $5,404-85.1% |