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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 | $68,595 | $71,878-4.6% | $86,698-20.9% | $68,486+0.2% |
| Participation rate | 83.6% | 72.2%+11.4pp | 76.6%+7.0pp | 67.9%+15.7pp |
| Annual return | -15.00% | 3.53%-18.5pp | 35.95%-51.0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $984 | $2,173-54.7% | $2,837-65.3% | $2,597-62.1% |
| Participant deferral / active EE | $5,187 | $3,779+37.3% | $4,656+11.4% | $4,028+28.8% |
| Admin fee / account holder | $11,425 | $6,113+86.9% | $7,493+52.5% | $5,404+111.4% |