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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 | $72,164 | $71,873+0.4% | $86,698-16.8% | $68,490+5.4% |
| Participation rate | 84.8% | 72.2%+12.6pp | 76.6%+8.3pp | 67.9%+17.0pp |
| Annual return | -15.37% | 3.54%-18.9pp | 35.96%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,654 | $2,173+22.1% | $2,837-6.5% | $2,597+2.2% |
| Participant deferral / active EE | $4,560 | $3,779+20.7% | $4,656-2.1% | $4,028+13.2% |
| Admin fee / account holder | $25,440 | $6,110+316.3% | $7,492+239.6% | $5,403+370.9% |