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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 | $94,428 | $56,339+67.6% | $104,299-9.5% | $68,490+37.9% |
| Participation rate | 88.7% | 63.3%+25.4pp | 73.3%+15.4pp | 67.9%+20.8pp |
| Annual return | -17.07% | -9.19%-7.9pp | 24.62%-41.7pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,555 | $1,960-20.7% | $3,373-53.9% | $2,597-40.1% |
| Participant deferral / active EE | $4,754 | $3,077+54.5% | $4,626+2.8% | $4,028+18.0% |
| Admin fee / account holder | $2,633 | $4,902-46.3% | $7,339-64.1% | $5,403-51.3% |