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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 | $85,602 | $71,872+19.1% | $86,691-1.3% | $68,495+25.0% |
| Participation rate | 98.8% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | -16.54% | 3.53%-20.1pp | 35.94%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,242 | $2,173+3.2% | $2,837-21.0% | $2,596-13.6% |
| Participant deferral / active EE | $6,232 | $3,779+64.9% | $4,656+33.8% | $4,028+54.7% |
| Admin fee / account holder | $1,600 | $6,112-73.8% | $7,492-78.6% | $5,403-70.4% |