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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 | $88,382 | $64,729+36.5% | $112,263-21.3% | $68,490+29.0% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.1%+12.0pp | 67.9%+19.2pp |
| Annual return | -15.72% | -11.40%-4.3pp | 27.49%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,195 | $2,746-20.1% | $3,636-39.6% | $2,597-15.5% |
| Participant deferral / active EE | $3,113 | $3,566-12.7% | $4,729-34.2% | $4,028-22.7% |
| Admin fee / account holder | $1,769 | $5,222-66.1% | $6,410-72.4% | $5,403-67.3% |