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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 | $82,750 | $71,872+15.1% | $86,691-4.5% | $68,495+20.8% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -16.72% | 3.53%-20.3pp | 35.94%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $877 | $2,173-59.6% | $2,837-69.1% | $2,596-66.2% |
| Participant deferral / active EE | $6,066 | $3,779+60.5% | $4,656+30.3% | $4,028+50.6% |
| Admin fee / account holder | $7,147 | $6,112+16.9% | $7,492-4.6% | $5,403+32.3% |