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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 | $82,376 | $71,872+14.6% | $86,691-5.0% | $68,495+20.3% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.7pp | 67.9%+15.4pp |
| Annual return | -14.40% | 3.53%-17.9pp | 35.94%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,549 | $2,173-28.7% | $2,837-45.4% | $2,596-40.4% |
| Participant deferral / active EE | $4,140 | $3,779+9.6% | $4,656-11.1% | $4,028+2.8% |
| Admin fee / account holder | $6,200 | $6,112+1.4% | $7,492-17.2% | $5,403+14.7% |