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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 | $92,353 | $73,009+26.5% | $90,760+1.8% | $68,486+34.9% |
| Participation rate | 76.8% | 70.8%+6.0pp | 75.7%+1.1pp | 67.9%+8.9pp |
| Annual return | -11.68% | -13.81%+2.1pp | -12.16%+0.5pp | -7.85%-3.8pp |
| Employer contribution / active EE | $1,892 | $2,193-13.7% | $2,922-35.2% | $2,597-27.1% |
| Participant deferral / active EE | $4,785 | $3,626+32.0% | $4,565+4.8% | $4,028+18.8% |
| Admin fee / account holder | $7,772 | $5,896+31.8% | $8,444-8.0% | $5,404+43.8% |