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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 | $83,692 | $71,872+16.4% | $86,691-3.5% | $68,495+22.2% |
| Participation rate | 98.6% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -14.96% | 3.53%-18.5pp | 35.94%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,892 | $2,173-12.9% | $2,837-33.3% | $2,596-27.1% |
| Participant deferral / active EE | $5,583 | $3,779+47.7% | $4,656+19.9% | $4,028+38.6% |
| Admin fee / account holder | $7,496 | $6,112+22.6% | $7,492+0.1% | $5,403+38.7% |