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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 | $69,468 | $71,878-3.4% | $86,698-19.9% | $68,486+1.4% |
| Participation rate | 82.4% | 72.2%+10.2pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -11.05% | 3.53%-14.6pp | 35.95%-47.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,275 | $2,173-41.3% | $2,837-55.1% | $2,597-50.9% |
| Participant deferral / active EE | $3,308 | $3,779-12.5% | $4,656-29.0% | $4,028-17.9% |
| Admin fee / account holder | $4,411 | $6,113-27.8% | $7,493-41.1% | $5,404-18.4% |