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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 | $46,689+49.5% | $117,490-40.6% | $68,498+1.9% |
| Participation rate | 71.7% | 56.8%+14.9pp | 70.6%+1.1pp | 67.9%+3.8pp |
| Annual return | -19.08% | -14.52%-4.6pp | 29.75%-48.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,722 | $1,505+147.3% | $4,177-10.9% | $2,596+43.3% |
| Participant deferral / active EE | $4,984 | $2,637+89.0% | $4,071+22.4% | $4,027+23.8% |
| Admin fee / account holder | $5,856 | $4,021+45.6% | $5,646+3.7% | $5,403+8.4% |