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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 | $104,628 | $73,019+43.3% | $90,766+15.3% | $68,490+52.8% |
| Participation rate | 87.3% | 70.8%+16.4pp | 75.7%+11.6pp | 67.9%+19.4pp |
| Annual return | -17.73% | -13.81%-3.9pp | -12.16%-5.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,636 | $2,193-25.4% | $2,922-44.0% | $2,597-37.0% |
| Participant deferral / active EE | $3,751 | $3,626+3.4% | $4,565-17.8% | $4,028-6.9% |
| Admin fee / account holder | $6,267 | $5,897+6.3% | $8,446-25.8% | $5,403+16.0% |