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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 | $65,427 | $53,546+22.2% | $69,890-6.4% | $68,490-4.5% |
| Participation rate | 96.2% | 64.5%+31.6pp | 70.5%+25.7pp | 67.9%+28.3pp |
| Annual return | -5.49% | -13.87%+8.4pp | 190.84%-196.3pp | -7.85%+2.4pp |
| Employer contribution / active EE | $2,301 | $2,019+14.0% | $2,560-10.1% | $2,597-11.4% |
| Participant deferral / active EE | $2,716 | $2,957-8.1% | $3,848-29.4% | $4,028-32.6% |
| Admin fee / account holder | $7,463 | $4,693+59.0% | $6,267+19.1% | $5,403+38.1% |