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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 | $73,313 | $50,947+43.9% | $74,551-1.7% | $64,173+14.2% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.1%+1.4pp | 69.6%+1.0pp |
| Annual return | -5.42% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $855 | $1,115-23.4% | $1,961-56.4% | $2,381-64.1% |
| Participant deferral / active EE | $3,455 | $2,302+50.1% | $3,108+11.2% | $3,470-0.4% |
| Admin fee / account holder | $12,508 | $4,221+196.3% | $5,059+147.2% | $4,887+155.9% |