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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 | $83,720 | $42,917+95.1% | $60,899+37.5% | $68,495+22.2% |
| Participation rate | 74.2% | 66.8%+7.5pp | 73.1%+1.1pp | 67.9%+6.4pp |
| Annual return | -9.58% | -13.99%+4.4pp | 16.92%-26.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,196 | $1,979+11.0% | $2,702-18.7% | $2,596-15.4% |
| Participant deferral / active EE | $4,879 | $2,867+70.2% | $3,817+27.8% | $4,028+21.1% |
| Admin fee / account holder | $4,452 | $3,102+43.5% | $3,225+38.0% | $5,403-17.6% |