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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 | $72,434 | $71,878+0.8% | $86,698-16.5% | $68,486+5.8% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -12.10% | 3.53%-15.6pp | 35.95%-48.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,472 | $2,173+13.8% | $2,837-12.8% | $2,597-4.8% |
| Participant deferral / active EE | $4,839 | $3,779+28.1% | $4,656+3.9% | $4,028+20.1% |
| Admin fee / account holder | $3,037 | $6,113-50.3% | $7,493-59.5% | $5,404-43.8% |