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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 | $90,122 | $73,009+23.4% | $90,756-0.7% | $68,495+31.6% |
| Participation rate | 88.4% | 70.8%+17.5pp | 75.7%+12.7pp | 67.9%+20.5pp |
| Annual return | -15.73% | -13.81%-1.9pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,722 | $2,193-21.4% | $2,922-41.0% | $2,596-33.7% |
| Participant deferral / active EE | $3,357 | $3,626-7.4% | $4,565-26.5% | $4,028-16.7% |
| Admin fee / account holder | $6,533 | $5,896+10.8% | $8,445-22.6% | $5,403+20.9% |