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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 | $72,852 | $46,697+56.0% | $117,529-38.0% | $68,490+6.4% |
| Participation rate | 80.6% | 56.8%+23.8pp | 70.6%+10.0pp | 67.9%+12.7pp |
| Annual return | -17.09% | -14.52%-2.6pp | 29.77%-46.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,132 | $1,506+108.0% | $4,179-25.1% | $2,597+20.6% |
| Participant deferral / active EE | $4,767 | $2,637+80.8% | $4,072+17.1% | $4,028+18.4% |
| Admin fee / account holder | $322 | $4,023-92.0% | $5,645-94.3% | $5,403-94.0% |