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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 | $70,182 | $42,909+63.6% | $60,906+15.2% | $68,486+2.5% |
| Participation rate | 96.1% | 66.8%+29.3pp | 73.1%+23.0pp | 67.9%+28.2pp |
| Annual return | -8.95% | -13.99%+5.0pp | 16.94%-25.9pp | -7.85%-1.1pp |
| Employer contribution / active EE | $3,963 | $1,979+100.3% | $2,703+46.6% | $2,597+52.6% |
| Participant deferral / active EE | $5,846 | $2,866+104.0% | $3,814+53.3% | $4,028+45.1% |
| Admin fee / account holder | $2,024 | $3,104-34.8% | $3,227-37.3% | $5,404-62.5% |