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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 | $89,615 | $71,873+24.7% | $86,698+3.4% | $68,490+30.8% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.7pp | 67.9%+25.4pp |
| Annual return | -16.51% | 3.54%-20.0pp | 35.96%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,974 | $2,173+36.9% | $2,837+4.8% | $2,597+14.5% |
| Participant deferral / active EE | $5,118 | $3,779+35.4% | $4,656+9.9% | $4,028+27.1% |
| Admin fee / account holder | $1,699 | $6,110-72.2% | $7,492-77.3% | $5,403-68.6% |