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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 | $67,897 | $71,878-5.5% | $86,698-21.7% | $68,486-0.9% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -16.19% | 3.53%-19.7pp | 35.95%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,882 | $2,173-13.4% | $2,837-33.6% | $2,597-27.5% |
| Participant deferral / active EE | $2,667 | $3,779-29.4% | $4,656-42.7% | $4,028-33.8% |
| Admin fee / account holder | $6,101 | $6,113-0.2% | $7,493-18.6% | $5,404+12.9% |