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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 | $74,159 | $72,404+2.4% | $110,243-32.7% | $64,173+15.6% |
| Participation rate | 81.3% | 73.3%+7.9pp | 79.8%+1.4pp | 69.6%+11.7pp |
| Annual return | -7.28% | -6.29%-1.0pp | 314.76%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,218 | $2,282+41.0% | $3,827-15.9% | $2,381+35.1% |
| Participant deferral / active EE | $7,477 | $3,469+115.5% | $4,672+60.0% | $3,470+115.5% |
| Admin fee / account holder | $6,919 | $5,664+22.1% | $8,548-19.1% | $4,887+41.6% |