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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 | $73,539 | $59,819+22.9% | $79,583-7.6% | $68,490+7.4% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.5%+9.1pp | 67.9%+10.7pp |
| Annual return | -18.91% | -12.30%-6.6pp | 0.16%-19.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,269 | $1,505+50.7% | $2,414-6.0% | $2,597-12.6% |
| Participant deferral / active EE | $6,325 | $3,025+109.1% | $3,986+58.7% | $4,028+57.0% |
| Admin fee / account holder | $2,337 | $4,835-51.7% | $6,835-65.8% | $5,403-56.7% |