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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 | $78,975 | $59,819+32.0% | $79,583-0.8% | $68,490+15.3% |
| Participation rate | 94.4% | 61.1%+33.4pp | 69.5%+25.0pp | 67.9%+26.5pp |
| Annual return | -16.35% | -12.30%-4.1pp | 0.16%-16.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,993 | $1,505+32.4% | $2,414-17.4% | $2,597-23.3% |
| Participant deferral / active EE | $5,189 | $3,025+71.6% | $3,986+30.2% | $4,028+28.8% |
| Admin fee / account holder | $6,761 | $4,835+39.8% | $6,835-1.1% | $5,403+25.1% |