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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 | $74,971 | $64,729+15.8% | $112,263-33.2% | $68,490+9.5% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.1%+22.3pp | 67.9%+29.5pp |
| Annual return | -11.76% | -11.40%-0.4pp | 27.49%-39.2pp | -7.85%-3.9pp |
| Employer contribution / active EE | $4,054 | $2,746+47.6% | $3,636+11.5% | $2,597+56.1% |
| Participant deferral / active EE | $6,464 | $3,566+81.3% | $4,729+36.7% | $4,028+60.5% |
| Admin fee / account holder | $5,211 | $5,222-0.2% | $6,410-18.7% | $5,403-3.5% |