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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 | $81,106 | $71,878+12.8% | $86,698-6.5% | $68,486+18.4% |
| Participation rate | 78.3% | 72.2%+6.0pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -16.93% | 3.53%-20.5pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,748 | $2,173-19.6% | $2,837-38.4% | $2,597-32.7% |
| Participant deferral / active EE | $3,181 | $3,779-15.8% | $4,656-31.7% | $4,028-21.0% |
| Admin fee / account holder | $829 | $6,113-86.4% | $7,493-88.9% | $5,404-84.7% |