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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 | $74,373 | $71,873+3.5% | $86,698-14.2% | $68,490+8.6% |
| Participation rate | 71.2% | 72.2%-1.0pp | 76.6%-5.4pp | 67.9%+3.3pp |
| Annual return | -15.70% | 3.54%-19.2pp | 35.96%-51.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,915 | $2,173-11.9% | $2,837-32.5% | $2,597-26.2% |
| Participant deferral / active EE | $4,611 | $3,779+22.0% | $4,656-1.0% | $4,028+14.5% |
| Admin fee / account holder | $3,908 | $6,110-36.0% | $7,492-47.8% | $5,403-27.7% |