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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 | $94,409 | $81,870+15.3% | $119,634-21.1% | $68,490+37.8% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -14.93% | -23.82%+8.9pp | -14.98%+0.1pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,515 | $2,692-43.7% | $4,232-64.2% | $2,597-41.7% |
| Participant deferral / active EE | $4,846 | $4,148+16.8% | $5,601-13.5% | $4,028+20.3% |
| Admin fee / account holder | $1,478 | $6,583-77.5% | $10,329-85.7% | $5,403-72.6% |