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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 | $67,760 | $56,339+20.3% | $104,299-35.0% | $68,490-1.1% |
| Participation rate | 89.6% | 63.3%+26.3pp | 73.3%+16.3pp | 67.9%+21.7pp |
| Annual return | -13.78% | -9.19%-4.6pp | 24.62%-38.4pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,461 | $1,960+25.5% | $3,373-27.0% | $2,597-5.2% |
| Participant deferral / active EE | $3,689 | $3,077+19.9% | $4,626-20.3% | $4,028-8.4% |
| Admin fee / account holder | $3,248 | $4,902-33.7% | $7,339-55.8% | $5,403-39.9% |