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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 | $70,270 | $64,729+8.6% | $112,263-37.4% | $68,490+2.6% |
| Participation rate | 87.6% | 67.2%+20.5pp | 75.1%+12.6pp | 67.9%+19.7pp |
| Annual return | -13.62% | -11.40%-2.2pp | 27.49%-41.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,555 | $2,746-7.0% | $3,636-29.7% | $2,597-1.6% |
| Participant deferral / active EE | $5,559 | $3,566+55.9% | $4,729+17.5% | $4,028+38.0% |
| Admin fee / account holder | $29,074 | $5,222+456.8% | $6,410+353.6% | $5,403+438.1% |