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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 | $69,310 | $71,873-3.6% | $86,698-20.1% | $68,490+1.2% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -16.88% | 3.54%-20.4pp | 35.96%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,729 | $2,173+25.6% | $2,837-3.8% | $2,597+5.1% |
| Participant deferral / active EE | $4,765 | $3,779+26.1% | $4,656+2.3% | $4,028+18.3% |
| Admin fee / account holder | $6,107 | $6,110-0.1% | $7,492-18.5% | $5,403+13.0% |