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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 | $87,950 | $81,870+7.4% | $119,622-26.5% | $68,486+28.4% |
| Participation rate | 84.0% | 71.9%+12.1pp | 79.3%+4.7pp | 67.9%+16.1pp |
| Annual return | -16.75% | -23.82%+7.1pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,455 | $2,692+102.7% | $4,232+28.9% | $2,597+110.1% |
| Participant deferral / active EE | $5,459 | $4,148+31.6% | $5,601-2.5% | $4,028+35.5% |
| Admin fee / account holder | $1,636 | $6,583-75.2% | $10,328-84.2% | $5,404-69.7% |