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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 | $79,875 | $73,009+9.4% | $90,760-12.0% | $68,486+16.6% |
| Participation rate | 98.7% | 70.8%+27.8pp | 75.7%+23.0pp | 67.9%+30.8pp |
| Annual return | -17.62% | -13.81%-3.8pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,973 | $2,193+35.6% | $2,922+1.8% | $2,597+14.5% |
| Participant deferral / active EE | $6,970 | $3,626+92.2% | $4,565+52.7% | $4,028+73.1% |
| Admin fee / account holder | $2,913 | $5,896-50.6% | $8,444-65.5% | $5,404-46.1% |