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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 | $74,854 | $71,873+4.1% | $86,698-13.7% | $68,490+9.3% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.3pp | 67.9%+18.9pp |
| Annual return | -18.44% | 3.54%-22.0pp | 35.96%-54.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $834 | $2,173-61.6% | $2,837-70.6% | $2,597-67.9% |
| Participant deferral / active EE | $3,988 | $3,779+5.5% | $4,656-14.4% | $4,028-1.0% |
| Admin fee / account holder | $1,229 | $6,110-79.9% | $7,492-83.6% | $5,403-77.3% |