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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 | $76,362 | $59,819+27.7% | $79,583-4.0% | $68,490+11.5% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.5%+20.0pp | 67.9%+21.6pp |
| Annual return | -15.62% | -12.30%-3.3pp | 0.16%-15.8pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,889 | $1,505+25.5% | $2,414-21.8% | $2,597-27.3% |
| Participant deferral / active EE | $3,718 | $3,025+22.9% | $3,986-6.7% | $4,028-7.7% |
| Admin fee / account holder | $6,975 | $4,835+44.3% | $6,835+2.0% | $5,403+29.1% |