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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 | $76,681 | $81,870-6.3% | $119,622-35.9% | $68,486+12.0% |
| Participation rate | 74.5% | 71.9%+2.6pp | 79.3%-4.8pp | 67.9%+6.6pp |
| Annual return | -16.18% | -23.82%+7.6pp | -14.98%-1.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,651 | $2,692-38.7% | $4,232-61.0% | $2,597-36.4% |
| Participant deferral / active EE | $4,876 | $4,148+17.5% | $5,601-12.9% | $4,028+21.1% |
| Admin fee / account holder | $747 | $6,583-88.7% | $10,328-92.8% | $5,404-86.2% |