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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 | $70,886 | $81,870-13.4% | $119,622-40.7% | $68,486+3.5% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -15.34% | -23.82%+8.5pp | -14.98%-0.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,507 | $2,692+30.3% | $4,232-17.1% | $2,597+35.0% |
| Participant deferral / active EE | $7,582 | $4,148+82.8% | $5,601+35.4% | $4,028+88.2% |
| Admin fee / account holder | $35,489 | $6,583+439.1% | $10,328+243.6% | $5,404+556.7% |