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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 | $61,030 | $71,878-15.1% | $86,698-29.6% | $68,486-10.9% |
| Participation rate | 77.4% | 72.2%+5.1pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | -16.07% | 3.53%-19.6pp | 35.95%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,632 | $2,173+21.1% | $2,837-7.2% | $2,597+1.4% |
| Participant deferral / active EE | $5,563 | $3,779+47.2% | $4,656+19.5% | $4,028+38.1% |
| Admin fee / account holder | $4,175 | $6,113-31.7% | $7,493-44.3% | $5,404-22.7% |