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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 | $84,120 | $71,878+17.0% | $86,698-3.0% | $68,486+22.8% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -14.17% | 3.53%-17.7pp | 35.95%-50.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,609 | $2,173-26.0% | $2,837-43.3% | $2,597-38.1% |
| Participant deferral / active EE | $4,711 | $3,779+24.7% | $4,656+1.2% | $4,028+17.0% |
| Admin fee / account holder | $46,063 | $6,113+653.6% | $7,493+514.8% | $5,404+752.4% |