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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 | $76,017 | $71,873+5.8% | $86,698-12.3% | $68,490+11.0% |
| Participation rate | 81.5% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -7.42% | 3.54%-11.0pp | 35.96%-43.4pp | -7.85%+0.4pp |
| Employer contribution / active EE | $3,510 | $2,173+61.5% | $2,837+23.7% | $2,597+35.2% |
| Participant deferral / active EE | $6,059 | $3,779+60.3% | $4,656+30.1% | $4,028+50.4% |
| Admin fee / account holder | $15,092 | $6,110+147.0% | $7,492+101.4% | $5,403+179.3% |