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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 | $76,278 | $64,729+17.8% | $112,263-32.1% | $68,490+11.4% |
| Participation rate | 81.9% | 67.2%+14.8pp | 75.1%+6.9pp | 67.9%+14.0pp |
| Annual return | -13.07% | -11.40%-1.7pp | 27.49%-40.6pp | -7.85%-5.2pp |
| Employer contribution / active EE | $3,161 | $2,746+15.1% | $3,636-13.1% | $2,597+21.7% |
| Participant deferral / active EE | $6,297 | $3,566+76.6% | $4,729+33.1% | $4,028+56.3% |
| Admin fee / account holder | $12,532 | $5,222+140.0% | $6,410+95.5% | $5,403+132.0% |