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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 | $77,309 | $71,873+7.6% | $86,698-10.8% | $68,490+12.9% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -14.14% | 3.54%-17.7pp | 35.96%-50.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,198 | $2,173+1.1% | $2,837-22.5% | $2,597-15.4% |
| Participant deferral / active EE | $4,341 | $3,779+14.9% | $4,656-6.8% | $4,028+7.8% |
| Admin fee / account holder | $6,171 | $6,110+1.0% | $7,492-17.6% | $5,403+14.2% |