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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 | $80,833 | $71,873+12.5% | $86,698-6.8% | $68,490+18.0% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -15.80% | 3.54%-19.3pp | 35.96%-51.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $720 | $2,173-66.9% | $2,837-74.6% | $2,597-72.3% |
| Participant deferral / active EE | $7,471 | $3,779+97.7% | $4,656+60.4% | $4,028+85.5% |
| Admin fee / account holder | $12,086 | $6,110+97.8% | $7,492+61.3% | $5,403+123.7% |