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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 | $73,366 | $73,009+0.5% | $90,760-19.2% | $68,486+7.1% |
| Participation rate | 95.6% | 70.8%+24.8pp | 75.7%+19.9pp | 67.9%+27.7pp |
| Annual return | -17.10% | -13.81%-3.3pp | -12.16%-4.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,891 | $2,193-13.8% | $2,922-35.3% | $2,597-27.2% |
| Participant deferral / active EE | $6,854 | $3,626+89.0% | $4,565+50.1% | $4,028+70.2% |
| Admin fee / account holder | $8,159 | $5,896+38.4% | $8,444-3.4% | $5,404+51.0% |