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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 | $68,442 | $48,267+41.8% | $68,808-0.5% | $68,486-0.1% |
| Participation rate | 85.2% | 60.7%+24.5pp | 69.0%+16.2pp | 67.9%+17.3pp |
| Annual return | -18.76% | -12.70%-6.1pp | -6.37%-12.4pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,408 | $1,829+31.7% | $2,656-9.3% | $2,597-7.3% |
| Participant deferral / active EE | $4,808 | $2,867+67.7% | $3,942+22.0% | $4,028+19.4% |
| Admin fee / account holder | $1,884 | $4,362-56.8% | $4,936-61.8% | $5,404-65.1% |