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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 | $72,789 | $81,870-11.1% | $119,634-39.2% | $68,490+6.3% |
| Participation rate | 75.8% | 71.9%+3.9pp | 79.3%-3.5pp | 67.9%+7.9pp |
| Annual return | -16.09% | -23.82%+7.7pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,947 | $2,692+9.5% | $4,232-30.4% | $2,597+13.5% |
| Participant deferral / active EE | $6,662 | $4,148+60.6% | $5,601+18.9% | $4,028+65.4% |
| Admin fee / account holder | $557 | $6,583-91.5% | $10,329-94.6% | $5,403-89.7% |