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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 | $55,112 | $64,716-14.8% | $112,258-50.9% | $68,495-19.5% |
| Participation rate | 73.3% | 67.2%+6.2pp | 75.1%-1.7pp | 67.9%+5.4pp |
| Annual return | -18.97% | -11.40%-7.6pp | 27.47%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,425 | $2,746+24.7% | $3,636-5.8% | $2,596+31.9% |
| Participant deferral / active EE | $5,132 | $3,565+43.9% | $4,728+8.5% | $4,028+27.4% |
| Admin fee / account holder | $1,242 | $5,232-76.3% | $6,411-80.6% | $5,403-77.0% |