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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 | $67,743 | $71,878-5.8% | $86,698-21.9% | $68,486-1.1% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -16.57% | 3.53%-20.1pp | 35.95%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,756 | $2,173-19.2% | $2,837-38.1% | $2,597-32.4% |
| Participant deferral / active EE | $7,025 | $3,779+85.9% | $4,656+50.9% | $4,028+74.4% |
| Admin fee / account holder | $1,892 | $6,113-69.1% | $7,493-74.8% | $5,404-65.0% |