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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 | $73,909 | $42,910+72.2% | $60,919+21.3% | $68,490+7.9% |
| Participation rate | 92.9% | 66.8%+26.1pp | 73.1%+19.8pp | 67.9%+25.0pp |
| Annual return | -8.58% | -13.99%+5.4pp | 16.96%-25.5pp | -7.85%-0.7pp |
| Employer contribution / active EE | $2,086 | $1,978+5.5% | $2,704-22.8% | $2,597-19.6% |
| Participant deferral / active EE | $3,823 | $2,866+33.4% | $3,814+0.2% | $4,028-5.1% |
| Admin fee / account holder | $3,865 | $3,104+24.5% | $3,228+19.7% | $5,403-28.5% |