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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 | $77,367 | $73,009+6.0% | $90,760-14.8% | $68,486+13.0% |
| Participation rate | 73.3% | 70.8%+2.5pp | 75.7%-2.4pp | 67.9%+5.4pp |
| Annual return | -12.79% | -13.81%+1.0pp | -12.16%-0.6pp | -7.85%-4.9pp |
| Employer contribution / active EE | $2,900 | $2,193+32.3% | $2,922-0.7% | $2,597+11.7% |
| Participant deferral / active EE | $4,717 | $3,626+30.1% | $4,565+3.3% | $4,028+17.1% |
| Admin fee / account holder | $7,254 | $5,896+23.0% | $8,444-14.1% | $5,404+34.2% |