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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 | $68,085 | $110,083-38.2% | $151,645-55.1% | $68,490-0.6% |
| Participation rate | 92.3% | 84.0%+8.4pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -16.98% | -10.12%-6.9pp | 3.34%-20.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $4,131 | $4,470-7.6% | $6,165-33.0% | $2,597+59.1% |
| Participant deferral / active EE | $6,780 | $6,526+3.9% | $8,363-18.9% | $4,028+68.3% |
| Admin fee / account holder | $1,978 | $7,718-74.4% | $11,614-83.0% | $5,403-63.4% |