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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 | $76,667 | $71,878+6.7% | $86,698-11.6% | $68,486+11.9% |
| Participation rate | 75.9% | 72.2%+3.7pp | 76.6%-0.7pp | 67.9%+8.0pp |
| Annual return | -17.22% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,512 | $2,173+15.6% | $2,837-11.4% | $2,597-3.3% |
| Participant deferral / active EE | $13,404 | $3,779+254.7% | $4,656+187.9% | $4,028+232.8% |
| Admin fee / account holder | $1,804 | $6,113-70.5% | $7,493-75.9% | $5,404-66.6% |