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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 | $77,052 | $59,813+28.8% | $79,580-3.2% | $68,486+12.5% |
| Participation rate | 83.8% | 61.1%+22.7pp | 69.5%+14.3pp | 67.9%+15.9pp |
| Annual return | -12.17% | -12.30%+0.1pp | 0.15%-12.3pp | -7.85%-4.3pp |
| Employer contribution / active EE | $4,494 | $1,505+198.6% | $2,413+86.2% | $2,597+73.1% |
| Participant deferral / active EE | $3,585 | $3,024+18.5% | $3,985-10.0% | $4,028-11.0% |
| Admin fee / account holder | $3,105 | $4,835-35.8% | $6,835-54.6% | $5,404-42.5% |