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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 | $72,030 | $64,716+11.3% | $112,258-35.8% | $68,495+5.2% |
| Participation rate | 83.9% | 67.2%+16.7pp | 75.1%+8.8pp | 67.9%+16.0pp |
| Annual return | -17.08% | -11.40%-5.7pp | 27.47%-44.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $7,639 | $2,746+178.1% | $3,636+110.1% | $2,596+194.2% |
| Participant deferral / active EE | $2,938 | $3,565-17.6% | $4,728-37.9% | $4,028-27.1% |
| Admin fee / account holder | $1,908 | $5,232-63.5% | $6,411-70.2% | $5,403-64.7% |