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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 | $71,128 | $71,878-1.0% | $86,698-18.0% | $68,486+3.9% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -16.33% | 3.53%-19.9pp | 35.95%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,805 | $2,173+75.1% | $2,837+34.1% | $2,597+46.5% |
| Participant deferral / active EE | $9,175 | $3,779+142.8% | $4,656+97.0% | $4,028+127.8% |
| Admin fee / account holder | $14,535 | $6,113+137.8% | $7,493+94.0% | $5,404+169.0% |