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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 | $85,998 | $71,878+19.6% | $86,698-0.8% | $68,486+25.6% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -12.92% | 3.53%-16.5pp | 35.95%-48.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,203 | $2,173+1.4% | $2,837-22.3% | $2,597-15.1% |
| Participant deferral / active EE | $6,314 | $3,779+67.1% | $4,656+35.6% | $4,028+56.8% |
| Admin fee / account holder | $610 | $6,113-90.0% | $7,493-91.9% | $5,404-88.7% |