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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 | $76,883 | $71,878+7.0% | $86,698-11.3% | $68,486+12.3% |
| Participation rate | 71.0% | 72.2%-1.3pp | 76.6%-5.6pp | 67.9%+3.1pp |
| Annual return | -17.11% | 3.53%-20.6pp | 35.95%-53.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $5,051 | $2,173+132.4% | $2,837+78.0% | $2,597+94.5% |
| Participant deferral / active EE | $9,241 | $3,779+144.5% | $4,656+98.5% | $4,028+129.4% |
| Admin fee / account holder | $5,469 | $6,113-10.5% | $7,493-27.0% | $5,404+1.2% |