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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 | $82,527 | $71,872+14.8% | $86,691-4.8% | $68,495+20.5% |
| Participation rate | 94.2% | 72.2%+21.9pp | 76.6%+17.6pp | 67.9%+26.3pp |
| Annual return | -13.25% | 3.53%-16.8pp | 35.94%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,837 | $2,173-15.5% | $2,837-35.3% | $2,596-29.3% |
| Participant deferral / active EE | $6,271 | $3,779+66.0% | $4,656+34.7% | $4,028+55.7% |
| Admin fee / account holder | $3,610 | $6,112-40.9% | $7,492-51.8% | $5,403-33.2% |