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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 | $69,322 | $48,267+43.6% | $68,808+0.7% | $68,486+1.2% |
| Participation rate | 70.9% | 60.7%+10.2pp | 69.0%+1.9pp | 67.9%+3.0pp |
| Annual return | -18.17% | -12.70%-5.5pp | -6.37%-11.8pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,170 | $1,829+18.6% | $2,656-18.3% | $2,597-16.4% |
| Participant deferral / active EE | $3,864 | $2,867+34.8% | $3,942-2.0% | $4,028-4.1% |
| Admin fee / account holder | $9,412 | $4,362+115.8% | $4,936+90.7% | $5,404+74.2% |