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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 | $71,363 | $71,878-0.7% | $86,698-17.7% | $68,486+4.2% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -17.27% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,546 | $2,173+17.1% | $2,837-10.3% | $2,597-2.0% |
| Participant deferral / active EE | $6,269 | $3,779+65.9% | $4,656+34.6% | $4,028+55.6% |
| Admin fee / account holder | $1,120 | $6,113-81.7% | $7,493-85.1% | $5,404-79.3% |