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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 | $85,812 | $42,909+100.0% | $60,906+40.9% | $68,486+25.3% |
| Participation rate | 78.3% | 66.8%+11.5pp | 73.1%+5.2pp | 67.9%+10.4pp |
| Annual return | -12.04% | -13.99%+2.0pp | 16.94%-29.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,088 | $1,979+5.5% | $2,703-22.7% | $2,597-19.6% |
| Participant deferral / active EE | $5,325 | $2,866+85.8% | $3,814+39.6% | $4,028+32.2% |
| Admin fee / account holder | $5,462 | $3,104+76.0% | $3,227+69.2% | $5,404+1.1% |