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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 | $68,688 | $59,813+14.8% | $79,580-13.7% | $68,486+0.3% |
| Participation rate | 75.6% | 61.1%+14.5pp | 69.5%+6.1pp | 67.9%+7.7pp |
| Annual return | -14.53% | -12.30%-2.2pp | 0.15%-14.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,090 | $1,505+105.3% | $2,413+28.0% | $2,597+19.0% |
| Participant deferral / active EE | $7,959 | $3,024+163.2% | $3,985+99.7% | $4,028+97.6% |
| Admin fee / account holder | $2,545 | $4,835-47.4% | $6,835-62.8% | $5,404-52.9% |