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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 | $82,354 | $69,012+19.3% | $160,009-48.5% | $68,486+20.3% |
| Participation rate | 86.1% | 65.4%+20.7pp | 78.0%+8.1pp | 67.9%+18.2pp |
| Annual return | -16.64% | -9.65%-7.0pp | 408.85%-425.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,523 | $2,212+14.0% | $4,225-40.3% | $2,597-2.8% |
| Participant deferral / active EE | $3,980 | $4,212-5.5% | $6,183-35.6% | $4,028-1.2% |
| Admin fee / account holder | $2,365 | $4,798-50.7% | $8,715-72.9% | $5,404-56.2% |