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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 | $70,075 | $81,870-14.4% | $119,634-41.4% | $68,490+2.3% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -16.49% | -23.82%+7.3pp | -14.98%-1.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,474 | $2,692+66.2% | $4,232+5.7% | $2,597+72.3% |
| Participant deferral / active EE | $9,848 | $4,148+137.4% | $5,601+75.8% | $4,028+144.5% |
| Admin fee / account holder | $3,708 | $6,583-43.7% | $10,329-64.1% | $5,403-31.4% |