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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 | $67,416 | $64,719+4.2% | $112,249-39.9% | $68,486-1.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.48%-45.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,883 | $2,747+4.9% | $3,636-20.7% | $2,597+11.0% |
| Participant deferral / active EE | $3,158 | $3,565-11.4% | $4,729-33.2% | $4,028-21.6% |
| Admin fee / account holder | $4,071 | $5,232-22.2% | $6,412-36.5% | $5,404-24.7% |