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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 | $64,807 | $64,729+0.1% | $112,263-42.3% | $68,490-5.4% |
| Participation rate | 98.3% | 67.2%+31.2pp | 75.1%+23.3pp | 67.9%+30.4pp |
| Annual return | -15.75% | -11.40%-4.3pp | 27.49%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,559 | $2,746+102.4% | $3,636+52.9% | $2,597+114.1% |
| Participant deferral / active EE | $5,776 | $3,566+62.0% | $4,729+22.1% | $4,028+43.4% |
| Admin fee / account holder | $2,341 | $5,222-55.2% | $6,410-63.5% | $5,403-56.7% |