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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 | $64,996 | $71,873-9.6% | $86,698-25.0% | $68,490-5.1% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -13.68% | 3.54%-17.2pp | 35.96%-49.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,782 | $2,173-18.0% | $2,837-37.2% | $2,597-31.4% |
| Participant deferral / active EE | $3,923 | $3,779+3.8% | $4,656-15.7% | $4,028-2.6% |
| Admin fee / account holder | $3,682 | $6,110-39.7% | $7,492-50.9% | $5,403-31.9% |