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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 | $65,078 | $110,083-40.9% | $151,639-57.1% | $68,486-5.0% |
| Participation rate | 76.7% | 84.0%-7.2pp | 87.5%-10.7pp | 67.9%+8.9pp |
| Annual return | -9.32% | -10.12%+0.8pp | 3.34%-12.7pp | -7.85%-1.5pp |
| Employer contribution / active EE | $2,029 | $4,470-54.6% | $6,165-67.1% | $2,597-21.9% |
| Participant deferral / active EE | $5,950 | $6,526-8.8% | $8,363-28.9% | $4,028+47.7% |
| Admin fee / account holder | $2,475 | $7,718-67.9% | $11,613-78.7% | $5,404-54.2% |