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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 | $76,628 | $73,848+3.8% | $143,799-46.7% | $68,486+11.9% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -11.93% | 0.91%-12.8pp | -0.04%-11.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $4,116 | $3,184+29.2% | $4,952-16.9% | $2,597+58.5% |
| Participant deferral / active EE | $4,955 | $3,385+46.4% | $5,638-12.1% | $4,028+23.0% |
| Admin fee / account holder | $5,167 | $5,755-10.2% | $14,677-64.8% | $5,404-4.4% |