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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 | $59,998 | $81,870-26.7% | $119,622-49.8% | $68,486-12.4% |
| Participation rate | 77.4% | 71.9%+5.5pp | 79.3%-1.8pp | 67.9%+9.5pp |
| Annual return | -12.82% | -23.82%+11.0pp | -14.98%+2.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $4,061 | $2,692+50.9% | $4,232-4.1% | $2,597+56.4% |
| Participant deferral / active EE | $6,742 | $4,148+62.5% | $5,601+20.4% | $4,028+67.4% |
| Admin fee / account holder | $4,480 | $6,583-31.9% | $10,328-56.6% | $5,404-17.1% |