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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 | $67,279 | $71,873-6.4% | $86,698-22.4% | $68,490-1.8% |
| Participation rate | 92.6% | 72.2%+20.3pp | 76.6%+16.0pp | 67.9%+24.7pp |
| Annual return | -12.18% | 3.54%-15.7pp | 35.96%-48.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $2,167 | $2,173-0.3% | $2,837-23.6% | $2,597-16.6% |
| Participant deferral / active EE | $4,084 | $3,779+8.1% | $4,656-12.3% | $4,028+1.4% |
| Admin fee / account holder | $3,846 | $6,110-37.1% | $7,492-48.7% | $5,403-28.8% |