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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 | $67,510 | $59,813+12.9% | $79,580-15.2% | $68,486-1.4% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -16.05% | -12.30%-3.8pp | 0.15%-16.2pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,585 | $1,505+71.7% | $2,413+7.1% | $2,597-0.4% |
| Participant deferral / active EE | $3,718 | $3,024+22.9% | $3,985-6.7% | $4,028-7.7% |
| Admin fee / account holder | $15,699 | $4,835+224.7% | $6,835+129.7% | $5,404+190.5% |