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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 | $71,495 | $71,873-0.5% | $86,698-17.5% | $68,490+4.4% |
| Participation rate | 91.5% | 72.2%+19.3pp | 76.6%+15.0pp | 67.9%+23.7pp |
| Annual return | -17.25% | 3.54%-20.8pp | 35.96%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,806 | $2,173-16.9% | $2,837-36.3% | $2,597-30.4% |
| Participant deferral / active EE | $5,294 | $3,779+40.1% | $4,656+13.7% | $4,028+31.4% |
| Admin fee / account holder | $4,228 | $6,110-30.8% | $7,492-43.6% | $5,403-21.7% |