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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 | $73,904 | $56,339+31.2% | $104,301-29.1% | $68,495+7.9% |
| Participation rate | 93.5% | 63.3%+30.3pp | 73.3%+20.3pp | 67.9%+25.7pp |
| Annual return | -18.00% | -9.19%-8.8pp | 24.61%-42.6pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,260 | $1,960+15.3% | $3,373-33.0% | $2,596-13.0% |
| Participant deferral / active EE | $3,214 | $3,077+4.4% | $4,626-30.5% | $4,028-20.2% |
| Admin fee / account holder | $9,370 | $4,902+91.2% | $7,340+27.6% | $5,403+73.4% |