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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 | $70,104 | $54,239+29.2% | $70,0980% | $68,495+2.3% |
| Participation rate | 80.8% | 64.5%+16.3pp | 70.5%+10.3pp | 67.9%+12.9pp |
| Annual return | -19.26% | -13.87%-5.4pp | 190.76%-210.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,194 | $2,019+8.7% | $2,560-14.3% | $2,596-15.5% |
| Participant deferral / active EE | $6,917 | $2,957+133.9% | $3,849+79.7% | $4,028+71.7% |
| Admin fee / account holder | $1,528 | $4,691-67.4% | $6,266-75.6% | $5,403-71.7% |