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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 | $77,015 | $73,019+5.5% | $90,766-15.1% | $68,490+12.4% |
| Participation rate | 92.0% | 70.8%+21.2pp | 75.7%+16.3pp | 67.9%+24.1pp |
| Annual return | -11.02% | -13.81%+2.8pp | -12.16%+1.1pp | -7.85%-3.2pp |
| Employer contribution / active EE | $3,221 | $2,193+46.9% | $2,922+10.3% | $2,597+24.1% |
| Participant deferral / active EE | $4,248 | $3,626+17.1% | $4,565-6.9% | $4,028+5.5% |
| Admin fee / account holder | $2,748 | $5,897-53.4% | $8,446-67.5% | $5,403-49.1% |