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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 | $64,647 | $71,873-10.1% | $86,698-25.4% | $68,490-5.6% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | -13.54% | 3.54%-17.1pp | 35.96%-49.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $2,680 | $2,173+23.3% | $2,837-5.5% | $2,597+3.2% |
| Participant deferral / active EE | $4,673 | $3,779+23.6% | $4,656+0.3% | $4,028+16.0% |
| Admin fee / account holder | $5,197 | $6,110-14.9% | $7,492-30.6% | $5,403-3.8% |