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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 | $73,758 | $64,716+14.0% | $112,258-34.3% | $68,495+7.7% |
| Participation rate | 97.4% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.5pp |
| Annual return | -12.44% | -11.40%-1.0pp | 27.47%-39.9pp | -7.84%-4.6pp |
| Employer contribution / active EE | $5,013 | $2,746+82.5% | $3,636+37.9% | $2,596+93.1% |
| Participant deferral / active EE | $5,299 | $3,565+48.6% | $4,728+12.1% | $4,028+31.6% |
| Admin fee / account holder | $2,621 | $5,232-49.9% | $6,411-59.1% | $5,403-51.5% |