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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 | $65,095 | $56,339+15.5% | $104,301-37.6% | $68,486-5.0% |
| Participation rate | 93.1% | 63.3%+29.8pp | 73.3%+19.8pp | 67.9%+25.2pp |
| Annual return | -17.75% | -9.19%-8.6pp | 24.61%-42.4pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,477 | $1,960+26.4% | $3,373-26.6% | $2,597-4.6% |
| Participant deferral / active EE | $6,318 | $3,077+105.3% | $4,626+36.6% | $4,028+56.9% |
| Admin fee / account holder | $9,385 | $4,902+91.5% | $7,340+27.9% | $5,404+73.7% |