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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 | $85,482 | $81,870+4.4% | $119,608-28.5% | $68,495+24.8% |
| Participation rate | 73.2% | 71.9%+1.3pp | 79.3%-6.0pp | 67.9%+5.3pp |
| Annual return | 9.22% | -23.82%+33.0pp | -14.98%+24.2pp | -7.84%+17.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,198 | $4,148+1.2% | $5,601-25.0% | $4,028+4.2% |
| Admin fee / account holder | $6,691 | $6,583+1.6% | $10,326-35.2% | $5,403+23.8% |