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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 | $93,487 | $59,813+56.3% | $79,580+17.5% | $68,486+36.5% |
| Participation rate | 91.2% | 61.1%+30.1pp | 69.5%+21.7pp | 67.9%+23.3pp |
| Annual return | -18.24% | -12.30%-5.9pp | 0.15%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,361 | $1,505+56.8% | $2,413-2.2% | $2,597-9.1% |
| Participant deferral / active EE | $4,483 | $3,024+48.2% | $3,985+12.5% | $4,028+11.3% |
| Admin fee / account holder | $715 | $4,835-85.2% | $6,835-89.5% | $5,404-86.8% |