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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 | $75,917 | $71,873+5.6% | $86,698-12.4% | $68,490+10.8% |
| Participation rate | 74.3% | 72.2%+2.0pp | 76.6%-2.3pp | 67.9%+6.4pp |
| Annual return | -17.80% | 3.54%-21.3pp | 35.96%-53.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,024 | $2,173-52.9% | $2,837-63.9% | $2,597-60.6% |
| Participant deferral / active EE | $4,233 | $3,779+12.0% | $4,656-9.1% | $4,028+5.1% |
| Admin fee / account holder | $2,804 | $6,110-54.1% | $7,492-62.6% | $5,403-48.1% |