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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 | $74,019 | $86,701-14.6% | $73,309+1.0% | $125,388-41.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 74.9%+8.4pp | 83.2%+0.1pp |
| Annual return | -2.39% | 2.78%-5.2pp | 5.67%-8.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,968 | $4,152-4.4% | $3,237+22.6% | $4,866-18.5% |
| Participant deferral / active EE | $5,484 | $5,549-1.2% | $4,991+9.9% | $5,352+2.5% |
| Admin fee / account holder | $2,327 | $7,768-70.1% | $5,635-58.7% | $9,541-75.6% |