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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 | $78,317 | $71,872+9.0% | $86,691-9.7% | $68,495+14.3% |
| Participation rate | 73.1% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | -14.22% | 3.53%-17.8pp | 35.94%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $649 | $2,173-70.1% | $2,837-77.1% | $2,596-75.0% |
| Participant deferral / active EE | $2,880 | $3,779-23.8% | $4,656-38.1% | $4,028-28.5% |
| Admin fee / account holder | $1,746 | $6,112-71.4% | $7,492-76.7% | $5,403-67.7% |