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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 | $92,528 | $73,009+26.7% | $90,760+1.9% | $68,486+35.1% |
| Participation rate | 81.6% | 70.8%+10.8pp | 75.7%+5.9pp | 67.9%+13.7pp |
| Annual return | -14.74% | -13.81%-0.9pp | -12.16%-2.6pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,411 | $2,193-35.6% | $2,922-51.7% | $2,597-45.6% |
| Participant deferral / active EE | $5,434 | $3,626+49.9% | $4,565+19.0% | $4,028+34.9% |
| Admin fee / account holder | $6,146 | $5,896+4.2% | $8,444-27.2% | $5,404+13.7% |