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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 | $69,794 | $46,697+49.5% | $117,529-40.6% | $68,490+1.9% |
| Participation rate | 71.7% | 56.8%+15.0pp | 70.6%+1.1pp | 67.9%+3.8pp |
| Annual return | -19.08% | -14.52%-4.6pp | 29.77%-48.8pp | -7.85%-11.2pp |
| Employer contribution / active EE | $3,722 | $1,506+147.2% | $4,179-11.0% | $2,597+43.3% |
| Participant deferral / active EE | $4,984 | $2,637+89.0% | $4,072+22.4% | $4,028+23.8% |
| Admin fee / account holder | $5,856 | $4,023+45.6% | $5,645+3.7% | $5,403+8.4% |