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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 | $74,093 | $71,873+3.1% | $86,698-14.5% | $68,490+8.2% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -13.79% | 3.54%-17.3pp | 35.96%-49.8pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,064 | $2,173-5.1% | $2,837-27.3% | $2,597-20.5% |
| Participant deferral / active EE | $5,443 | $3,779+44.0% | $4,656+16.9% | $4,028+35.1% |
| Admin fee / account holder | $1,809 | $6,110-70.4% | $7,492-75.9% | $5,403-66.5% |