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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 | $61,186 | $76,912-20.4% | $129,110-52.6% | $68,495-10.7% |
| Participation rate | 72.4% | 69.1%+3.3pp | 77.3%-4.8pp | 67.9%+4.5pp |
| Annual return | -13.24% | -9.78%-3.5pp | -10.94%-2.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,044 | $3,243-37.0% | $5,052-59.5% | $2,596-21.3% |
| Participant deferral / active EE | $6,873 | $4,732+45.2% | $6,542+5.1% | $4,028+70.6% |
| Admin fee / account holder | $15,316 | $6,638+130.7% | $14,302+7.1% | $5,403+183.5% |