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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 | $63,413 | $71,878-11.8% | $86,698-26.9% | $68,486-7.4% |
| Participation rate | 89.6% | 72.2%+17.3pp | 76.6%+13.0pp | 67.9%+21.7pp |
| Annual return | -16.12% | 3.53%-19.7pp | 35.95%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,464 | $2,173+13.4% | $2,837-13.1% | $2,597-5.1% |
| Participant deferral / active EE | $5,256 | $3,779+39.1% | $4,656+12.9% | $4,028+30.5% |
| Admin fee / account holder | $1,909 | $6,113-68.8% | $7,493-74.5% | $5,404-64.7% |