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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 | $76,262 | $64,729+17.8% | $112,263-32.1% | $68,490+11.3% |
| Participation rate | 93.2% | 67.2%+26.1pp | 75.1%+18.2pp | 67.9%+25.3pp |
| Annual return | -15.99% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,075 | $2,746-24.4% | $3,636-42.9% | $2,597-20.1% |
| Participant deferral / active EE | $4,993 | $3,566+40.0% | $4,729+5.6% | $4,028+24.0% |
| Admin fee / account holder | $7,816 | $5,222+49.7% | $6,410+21.9% | $5,403+44.7% |