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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 | $71,825 | $54,239+32.4% | $70,098+2.5% | $68,495+4.9% |
| Participation rate | 87.9% | 64.5%+23.4pp | 70.5%+17.4pp | 67.9%+20.0pp |
| Annual return | -15.51% | -13.87%-1.6pp | 190.76%-206.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,001 | $2,019-50.4% | $2,560-60.9% | $2,596-61.4% |
| Participant deferral / active EE | $5,106 | $2,957+72.7% | $3,849+32.6% | $4,028+26.8% |
| Admin fee / account holder | $1,178 | $4,691-74.9% | $6,266-81.2% | $5,403-78.2% |