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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 | $95,322 | $73,009+30.6% | $90,760+5.0% | $68,486+39.2% |
| Participation rate | 73.3% | 70.8%+2.5pp | 75.7%-2.4pp | 67.9%+5.4pp |
| Annual return | -13.43% | -13.81%+0.4pp | -12.16%-1.3pp | -7.85%-5.6pp |
| Employer contribution / active EE | $961 | $2,193-56.2% | $2,922-67.1% | $2,597-63.0% |
| Participant deferral / active EE | $4,248 | $3,626+17.1% | $4,565-6.9% | $4,028+5.5% |
| Admin fee / account holder | $4,112 | $5,896-30.2% | $8,444-51.3% | $5,404-23.9% |