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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 | $78,603 | $73,863+6.4% | $143,797-45.3% | $68,490+14.8% |
| Participation rate | 88.4% | 66.7%+21.7pp | 80.3%+8.1pp | 67.9%+20.5pp |
| Annual return | -16.40% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,134 | $3,185-33.0% | $4,952-56.9% | $2,597-17.8% |
| Participant deferral / active EE | $4,320 | $3,385+27.6% | $5,638-23.4% | $4,028+7.3% |
| Admin fee / account holder | $4,196 | $5,756-27.1% | $14,679-71.4% | $5,403-22.3% |