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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 | $68,790 | $71,872-4.3% | $86,691-20.6% | $68,495+0.4% |
| Participation rate | 83.8% | 72.2%+11.5pp | 76.6%+7.2pp | 67.9%+15.9pp |
| Annual return | -13.95% | 3.53%-17.5pp | 35.94%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,759 | $2,173+26.9% | $2,837-2.8% | $2,596+6.2% |
| Participant deferral / active EE | $7,363 | $3,779+94.9% | $4,656+58.1% | $4,028+82.8% |
| Admin fee / account holder | $7,453 | $6,112+21.9% | $7,492-0.5% | $5,403+37.9% |