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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 | $95,675 | $81,870+16.9% | $119,622-20.0% | $68,486+39.7% |
| Participation rate | 81.5% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -17.45% | -23.82%+6.4pp | -14.98%-2.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,135 | $2,692+16.5% | $4,232-25.9% | $2,597+20.7% |
| Participant deferral / active EE | $5,308 | $4,148+28.0% | $5,601-5.2% | $4,028+31.8% |
| Admin fee / account holder | $770 | $6,583-88.3% | $10,328-92.5% | $5,404-85.7% |