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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 | $65,440 | $64,719+1.1% | $112,249-41.7% | $68,486-4.4% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | -18.09% | -11.40%-6.7pp | 27.48%-45.6pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,103 | $2,747-23.4% | $3,636-42.2% | $2,597-19.0% |
| Participant deferral / active EE | $8,655 | $3,565+142.8% | $4,729+83.0% | $4,028+114.9% |
| Admin fee / account holder | $6,043 | $5,232+15.5% | $6,412-5.8% | $5,404+11.8% |