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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 | $62,209 | $71,873-13.4% | $86,698-28.2% | $68,490-9.2% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -12.45% | 3.54%-16.0pp | 35.96%-48.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,901 | $2,173+33.5% | $2,837+2.3% | $2,597+11.7% |
| Participant deferral / active EE | $7,421 | $3,779+96.4% | $4,656+59.4% | $4,028+84.3% |
| Admin fee / account holder | $10,317 | $6,110+68.8% | $7,492+37.7% | $5,403+91.0% |