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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 | $78,975 | $71,872+9.9% | $86,691-8.9% | $68,495+15.3% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -15.28% | 3.53%-18.8pp | 35.94%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,580 | $2,173+64.7% | $2,837+26.2% | $2,596+37.9% |
| Participant deferral / active EE | $6,688 | $3,779+77.0% | $4,656+43.6% | $4,028+66.1% |
| Admin fee / account holder | $3,373 | $6,112-44.8% | $7,492-55.0% | $5,403-37.6% |