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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 | $75,737 | $71,878+5.4% | $86,698-12.6% | $68,486+10.6% |
| Participation rate | 78.3% | 72.2%+6.0pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -17.44% | 3.53%-21.0pp | 35.95%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,231 | $2,173-43.4% | $2,837-56.6% | $2,597-52.6% |
| Participant deferral / active EE | $13,388 | $3,779+254.3% | $4,656+187.5% | $4,028+232.4% |
| Admin fee / account holder | $6,386 | $6,113+4.5% | $7,493-14.8% | $5,404+18.2% |