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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 | $85,417 | $64,716+32.0% | $112,258-23.9% | $68,495+24.7% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -18.13% | -11.40%-6.7pp | 27.47%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,643 | $2,746-40.2% | $3,636-54.8% | $2,596-36.7% |
| Participant deferral / active EE | $4,429 | $3,565+24.2% | $4,728-6.3% | $4,028+10.0% |
| Admin fee / account holder | $1,284 | $5,232-75.5% | $6,411-80.0% | $5,403-76.2% |