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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 | $84,303 | $59,819+40.9% | $79,583+5.9% | $68,490+23.1% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | -10.89% | -12.30%+1.4pp | 0.16%-11.1pp | -7.85%-3.0pp |
| Employer contribution / active EE | $2,465 | $1,505+63.7% | $2,414+2.1% | $2,597-5.1% |
| Participant deferral / active EE | $6,689 | $3,025+121.2% | $3,986+67.8% | $4,028+66.1% |
| Admin fee / account holder | $1,629 | $4,835-66.3% | $6,835-76.2% | $5,403-69.9% |