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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 | $73,616 | $71,878+2.4% | $86,698-15.1% | $68,486+7.5% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -10.86% | 3.53%-14.4pp | 35.95%-46.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,500 | $2,173-31.0% | $2,837-47.1% | $2,597-42.2% |
| Participant deferral / active EE | $3,870 | $3,779+2.4% | $4,656-16.9% | $4,028-3.9% |
| Admin fee / account holder | $28,606 | $6,113+368.0% | $7,493+281.8% | $5,404+429.4% |