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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 | $85,659 | $71,878+19.2% | $86,698-1.2% | $68,486+25.1% |
| Participation rate | 95.2% | 72.2%+23.0pp | 76.6%+18.6pp | 67.9%+27.3pp |
| Annual return | -14.89% | 3.53%-18.4pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,343 | $2,173-38.2% | $2,837-52.7% | $2,597-48.3% |
| Participant deferral / active EE | $2,661 | $3,779-29.6% | $4,656-42.8% | $4,028-33.9% |
| Admin fee / account holder | $5,487 | $6,113-10.2% | $7,493-26.8% | $5,404+1.5% |