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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 | $70,189 | $71,878-2.4% | $86,698-19.0% | $68,486+2.5% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -18.14% | 3.53%-21.7pp | 35.95%-54.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,024 | $2,173-6.9% | $2,837-28.7% | $2,597-22.1% |
| Participant deferral / active EE | $4,217 | $3,779+11.6% | $4,656-9.4% | $4,028+4.7% |
| Admin fee / account holder | $2,123 | $6,113-65.3% | $7,493-71.7% | $5,404-60.7% |