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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 | $75,237 | $71,872+4.7% | $86,691-13.2% | $68,495+9.8% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -15.19% | 3.53%-18.7pp | 35.94%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,510 | $2,173-30.5% | $2,837-46.8% | $2,596-41.9% |
| Participant deferral / active EE | $3,785 | $3,779+0.2% | $4,656-18.7% | $4,028-6.0% |
| Admin fee / account holder | $7,214 | $6,112+18.0% | $7,492-3.7% | $5,403+33.5% |