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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 | $68,629 | $64,729+6.0% | $112,263-38.9% | $68,490+0.2% |
| Participation rate | 79.0% | 67.2%+11.9pp | 75.1%+4.0pp | 67.9%+11.1pp |
| Annual return | -18.24% | -11.40%-6.8pp | 27.49%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $6,743 | $2,746+145.6% | $3,636+85.4% | $2,597+159.7% |
| Participant deferral / active EE | $6,666 | $3,566+87.0% | $4,729+41.0% | $4,028+65.5% |
| Admin fee / account holder | $5,551 | $5,222+6.3% | $6,410-13.4% | $5,403+2.7% |