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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 | $83,934 | $71,878+16.8% | $86,698-3.2% | $68,486+22.6% |
| Participation rate | 72.2% | 72.2%0pp | 76.6%-4.4pp | 67.9%+4.3pp |
| Annual return | -18.45% | 3.53%-22.0pp | 35.95%-54.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,981 | $2,173+37.2% | $2,837+5.1% | $2,597+14.8% |
| Participant deferral / active EE | $5,602 | $3,779+48.2% | $4,656+20.3% | $4,028+39.1% |
| Admin fee / account holder | $1,742 | $6,113-71.5% | $7,493-76.8% | $5,404-67.8% |