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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 | $89,598 | $73,019+22.7% | $90,766-1.3% | $68,490+30.8% |
| Participation rate | 93.3% | 70.8%+22.5pp | 75.7%+17.6pp | 67.9%+25.4pp |
| Annual return | -16.31% | -13.81%-2.5pp | -12.16%-4.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,166 | $2,193-46.8% | $2,922-60.1% | $2,597-55.1% |
| Participant deferral / active EE | $2,999 | $3,626-17.3% | $4,565-34.3% | $4,028-25.5% |
| Admin fee / account holder | $381 | $5,897-93.5% | $8,446-95.5% | $5,403-92.9% |