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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 | $65,028 | $72,404-10.2% | $110,243-41.0% | $64,173+1.3% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | -6.48% | -6.29%-0.2pp | 314.76%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,540 | $2,282-32.5% | $3,827-59.8% | $2,381-35.3% |
| Participant deferral / active EE | $3,812 | $3,469+9.9% | $4,672-18.4% | $3,470+9.9% |
| Admin fee / account holder | $1,183 | $5,664-79.1% | $8,548-86.2% | $4,887-75.8% |