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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 | $80,301 | $73,839+8.8% | $143,788-44.2% | $68,495+17.2% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -17.54% | 1.01%-18.6pp | -0.03%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,528 | $3,184+42.2% | $4,952-8.6% | $2,596+74.4% |
| Participant deferral / active EE | $4,035 | $3,384+19.2% | $5,638-28.4% | $4,028+0.2% |
| Admin fee / account holder | $6,752 | $5,755+17.3% | $14,675-54.0% | $5,403+25.0% |