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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 | $91,151 | $79,633+14.5% | $93,759-2.8% | $68,486+33.1% |
| Participation rate | 87.7% | 75.4%+12.3pp | 81.0%+6.7pp | 67.9%+19.8pp |
| Annual return | -17.17% | -0.10%-17.1pp | -11.33%-5.8pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,940 | $3,665-19.8% | $4,324-32.0% | $2,597+13.2% |
| Participant deferral / active EE | $9,449 | $5,158+83.2% | $6,096+55.0% | $4,028+134.6% |
| Admin fee / account holder | $1,545 | $6,871-77.5% | $7,197-78.5% | $5,404-71.4% |