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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 | $87,051 | $71,873+21.1% | $86,698+0.4% | $68,490+27.1% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -18.73% | 3.54%-22.3pp | 35.96%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,612 | $2,173-25.8% | $2,837-43.2% | $2,597-37.9% |
| Participant deferral / active EE | $3,322 | $3,779-12.1% | $4,656-28.7% | $4,028-17.5% |
| Admin fee / account holder | $8,236 | $6,110+34.8% | $7,492+9.9% | $5,403+52.4% |