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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 | $62,110 | $42,917+44.7% | $60,899+2.0% | $68,495-9.3% |
| Participation rate | 86.2% | 66.8%+19.4pp | 73.1%+13.1pp | 67.9%+18.3pp |
| Annual return | -14.42% | -13.99%-0.4pp | 16.92%-31.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,165 | $1,979+60.0% | $2,702+17.1% | $2,596+21.9% |
| Participant deferral / active EE | $5,394 | $2,867+88.2% | $3,817+41.3% | $4,028+33.9% |
| Admin fee / account holder | $4,197 | $3,102+35.3% | $3,225+30.1% | $5,403-22.3% |