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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 | $76,994 | $71,873+7.1% | $86,698-11.2% | $68,490+12.4% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -17.80% | 3.54%-21.3pp | 35.96%-53.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $989 | $2,173-54.5% | $2,837-65.2% | $2,597-61.9% |
| Participant deferral / active EE | $3,970 | $3,779+5.0% | $4,656-14.8% | $4,028-1.4% |
| Admin fee / account holder | $1,100 | $6,110-82.0% | $7,492-85.3% | $5,403-79.6% |