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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 | $71,602 | $71,872-0.4% | $86,691-17.4% | $68,495+4.5% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -16.88% | 3.53%-20.4pp | 35.94%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,515 | $2,173-30.3% | $2,837-46.6% | $2,596-41.6% |
| Participant deferral / active EE | $3,052 | $3,779-19.2% | $4,656-34.5% | $4,028-24.2% |
| Admin fee / account holder | $6,551 | $6,112+7.2% | $7,492-12.6% | $5,403+21.2% |