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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 | $67,794 | $71,873-5.7% | $86,698-21.8% | $68,490-1.0% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.6%+13.7pp | 67.9%+22.3pp |
| Annual return | -13.81% | 3.54%-17.3pp | 35.96%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,601 | $2,173+19.7% | $2,837-8.3% | $2,597+0.2% |
| Participant deferral / active EE | $6,137 | $3,779+62.4% | $4,656+31.8% | $4,028+52.4% |
| Admin fee / account holder | $8,117 | $6,110+32.8% | $7,492+8.3% | $5,403+50.2% |