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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 | $88,687 | $73,009+21.5% | $90,760-2.3% | $68,486+29.5% |
| Participation rate | 95.2% | 70.8%+24.3pp | 75.7%+19.5pp | 67.9%+27.3pp |
| Annual return | -11.46% | -13.81%+2.4pp | -12.16%+0.7pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,786 | $2,193-18.5% | $2,922-38.9% | $2,597-31.2% |
| Participant deferral / active EE | $4,082 | $3,626+12.6% | $4,565-10.6% | $4,028+1.3% |
| Admin fee / account holder | $7,440 | $5,896+26.2% | $8,444-11.9% | $5,404+37.7% |