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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 | $72,912 | $59,813+21.9% | $79,580-8.4% | $68,486+6.5% |
| Participation rate | 90.9% | 61.1%+29.8pp | 69.5%+21.4pp | 67.9%+23.0pp |
| Annual return | -16.48% | -12.30%-4.2pp | 0.15%-16.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,223 | $1,505+47.7% | $2,413-7.9% | $2,597-14.4% |
| Participant deferral / active EE | $4,091 | $3,024+35.3% | $3,985+2.7% | $4,028+1.6% |
| Admin fee / account holder | $1,082 | $4,835-77.6% | $6,835-84.2% | $5,404-80.0% |