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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 | $72,230 | $64,719+11.6% | $112,249-35.7% | $68,486+5.5% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -19.42% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,013 | $2,747+9.7% | $3,636-17.1% | $2,597+16.0% |
| Participant deferral / active EE | $6,409 | $3,565+79.8% | $4,729+35.5% | $4,028+59.1% |
| Admin fee / account holder | $4,731 | $5,232-9.6% | $6,412-26.2% | $5,404-12.4% |