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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 | $81,241 | $71,872+13.0% | $86,691-6.3% | $68,495+18.6% |
| Participation rate | 78.4% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.5pp |
| Annual return | -16.60% | 3.53%-20.1pp | 35.94%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,983 | $2,173+37.3% | $2,837+5.2% | $2,596+14.9% |
| Participant deferral / active EE | $5,835 | $3,779+54.4% | $4,656+25.3% | $4,028+44.9% |
| Admin fee / account holder | $379 | $6,112-93.8% | $7,492-94.9% | $5,403-93.0% |