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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 | $67,095 | $48,267+39.0% | $68,808-2.5% | $68,486-2.0% |
| Participation rate | 78.1% | 60.7%+17.5pp | 69.0%+9.1pp | 67.9%+10.2pp |
| Annual return | -12.85% | -12.70%-0.1pp | -6.37%-6.5pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,424 | $1,829+32.5% | $2,656-8.7% | $2,597-6.7% |
| Participant deferral / active EE | $4,440 | $2,867+54.9% | $3,942+12.6% | $4,028+10.2% |
| Admin fee / account holder | $1,165 | $4,362-73.3% | $4,936-76.4% | $5,404-78.4% |