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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 | $79,947 | $81,870-2.3% | $119,608-33.2% | $68,495+16.7% |
| Participation rate | 77.3% | 71.9%+5.4pp | 79.3%-2.0pp | 67.9%+9.4pp |
| Annual return | -17.79% | -23.82%+6.0pp | -14.98%-2.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,418 | $2,692+27.0% | $4,232-19.2% | $2,596+31.6% |
| Participant deferral / active EE | $7,781 | $4,148+87.6% | $5,601+38.9% | $4,028+93.2% |
| Admin fee / account holder | $11,526 | $6,583+75.1% | $10,326+11.6% | $5,403+113.3% |