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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 | $84,167 | $73,009+15.3% | $90,756-7.3% | $68,495+22.9% |
| Participation rate | 74.3% | 70.8%+3.5pp | 75.7%-1.4pp | 67.9%+6.4pp |
| Annual return | -11.52% | -13.81%+2.3pp | -12.16%+0.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,565 | $2,193+17.0% | $2,922-12.2% | $2,596-1.2% |
| Participant deferral / active EE | $6,246 | $3,626+72.2% | $4,565+36.8% | $4,028+55.1% |
| Admin fee / account holder | $4,928 | $5,896-16.4% | $8,445-41.6% | $5,403-8.8% |