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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 | $73,540 | $48,267+52.4% | $68,808+6.9% | $68,486+7.4% |
| Participation rate | 75.0% | 60.7%+14.3pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | -16.90% | -12.70%-4.2pp | -6.37%-10.5pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,274 | $1,829+24.3% | $2,656-14.4% | $2,597-12.4% |
| Participant deferral / active EE | $3,912 | $2,867+36.5% | $3,942-0.8% | $4,028-2.9% |
| Admin fee / account holder | $21,795 | $4,362+399.6% | $4,936+341.6% | $5,404+303.3% |