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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 | $44,713 | $71,873-37.8% | $86,698-48.4% | $68,490-34.7% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -15.24% | 3.54%-18.8pp | 35.96%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,307 | $2,173+6.2% | $2,837-18.7% | $2,597-11.1% |
| Participant deferral / active EE | $5,808 | $3,779+53.7% | $4,656+24.7% | $4,028+44.2% |
| Admin fee / account holder | $5,876 | $6,110-3.8% | $7,492-21.6% | $5,403+8.8% |