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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 | $59,176 | $46,697+26.7% | $117,529-49.6% | $68,490-13.6% |
| Participation rate | 77.6% | 56.8%+20.8pp | 70.6%+7.0pp | 67.9%+9.7pp |
| Annual return | -18.97% | -14.52%-4.5pp | 29.77%-48.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $4,710 | $1,506+212.9% | $4,179+12.7% | $2,597+81.4% |
| Participant deferral / active EE | $4,360 | $2,637+65.3% | $4,072+7.1% | $4,028+8.3% |
| Admin fee / account holder | $4,708 | $4,023+17.0% | $5,645-16.6% | $5,403-12.9% |