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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 | $81,459 | $81,870-0.5% | $119,622-31.9% | $68,486+18.9% |
| Participation rate | 80.4% | 71.9%+8.5pp | 79.3%+1.2pp | 67.9%+12.5pp |
| Annual return | -16.89% | -23.82%+6.9pp | -14.98%-1.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,547 | $2,692+31.8% | $4,232-16.2% | $2,597+36.6% |
| Participant deferral / active EE | $7,728 | $4,148+86.3% | $5,601+38.0% | $4,028+91.9% |
| Admin fee / account holder | $5,920 | $6,583-10.1% | $10,328-42.7% | $5,404+9.6% |