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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 | $61,985 | $53,546+15.8% | $69,890-11.3% | $68,490-9.5% |
| Participation rate | 71.9% | 64.5%+7.3pp | 70.5%+1.4pp | 67.9%+4.0pp |
| Annual return | -18.55% | -13.87%-4.7pp | 190.84%-209.4pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,163 | $2,019+7.1% | $2,560-15.5% | $2,597-16.7% |
| Participant deferral / active EE | $5,373 | $2,957+81.7% | $3,848+39.6% | $4,028+33.4% |
| Admin fee / account holder | $1,211 | $4,693-74.2% | $6,267-80.7% | $5,403-77.6% |