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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 | $77,256 | $73,009+5.8% | $90,760-14.9% | $68,486+12.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.45% | -13.81%-2.6pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,382 | $2,193+8.7% | $2,922-18.5% | $2,597-8.3% |
| Participant deferral / active EE | $7,634 | $3,626+110.5% | $4,565+67.2% | $4,028+89.5% |
| Admin fee / account holder | $2,798 | $5,896-52.5% | $8,444-66.9% | $5,404-48.2% |