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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 | $89,909 | $64,716+38.9% | $112,258-19.9% | $68,495+31.3% |
| Participation rate | 70.7% | 67.2%+3.6pp | 75.1%-4.3pp | 67.9%+2.8pp |
| Annual return | -15.76% | -11.40%-4.4pp | 27.47%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,238 | $2,746-18.5% | $3,636-38.4% | $2,596-13.8% |
| Participant deferral / active EE | $4,949 | $3,565+38.8% | $4,728+4.7% | $4,028+22.9% |
| Admin fee / account holder | $2,721 | $5,232-48.0% | $6,411-57.6% | $5,403-49.6% |