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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 | $89,056 | $71,873+23.9% | $86,698+2.7% | $68,490+30.0% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -14.52% | 3.54%-18.1pp | 35.96%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,239 | $2,173+3.0% | $2,837-21.1% | $2,597-13.8% |
| Participant deferral / active EE | $5,754 | $3,779+52.3% | $4,656+23.6% | $4,028+42.9% |
| Admin fee / account holder | $2,777 | $6,110-54.6% | $7,492-62.9% | $5,403-48.6% |