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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 | $61,102 | $71,873-15.0% | $86,698-29.5% | $68,490-10.8% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -18.30% | 3.54%-21.8pp | 35.96%-54.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,886 | $2,173-13.2% | $2,837-33.5% | $2,597-27.4% |
| Participant deferral / active EE | $5,021 | $3,779+32.9% | $4,656+7.8% | $4,028+24.7% |
| Admin fee / account holder | $1,585 | $6,110-74.1% | $7,492-78.9% | $5,403-70.7% |