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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 | $80,643 | $64,716+24.6% | $112,258-28.2% | $68,495+17.7% |
| Participation rate | 87.7% | 67.2%+20.6pp | 75.1%+12.7pp | 67.9%+19.8pp |
| Annual return | -18.41% | -11.40%-7.0pp | 27.47%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,059 | $2,746-25.0% | $3,636-43.4% | $2,596-20.7% |
| Participant deferral / active EE | $7,294 | $3,565+104.6% | $4,728+54.3% | $4,028+81.1% |
| Admin fee / account holder | $1,401 | $5,232-73.2% | $6,411-78.2% | $5,403-74.1% |