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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 | $76,892 | $71,872+7.0% | $86,691-11.3% | $68,495+12.3% |
| Participation rate | 79.4% | 72.2%+7.2pp | 76.6%+2.8pp | 67.9%+11.5pp |
| Annual return | -15.70% | 3.53%-19.2pp | 35.94%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,200 | $2,173+1.2% | $2,837-22.5% | $2,596-15.3% |
| Participant deferral / active EE | $3,400 | $3,779-10.0% | $4,656-27.0% | $4,028-15.6% |
| Admin fee / account holder | $17,023 | $6,112+178.5% | $7,492+127.2% | $5,403+215.1% |