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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 | $63,921 | $64,716-1.2% | $112,258-43.1% | $68,495-6.7% |
| Participation rate | 90.5% | 67.2%+23.3pp | 75.1%+15.4pp | 67.9%+22.6pp |
| Annual return | -17.73% | -11.40%-6.3pp | 27.47%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,385 | $2,746-13.1% | $3,636-34.4% | $2,596-8.1% |
| Participant deferral / active EE | $6,135 | $3,565+72.1% | $4,728+29.7% | $4,028+52.3% |
| Admin fee / account holder | $2,348 | $5,232-55.1% | $6,411-63.4% | $5,403-56.5% |