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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 | $57,899 | $73,019-20.7% | $90,766-36.2% | $68,490-15.5% |
| Participation rate | 91.4% | 70.8%+20.6pp | 75.7%+15.7pp | 67.9%+23.5pp |
| Annual return | -13.23% | -13.81%+0.6pp | -12.16%-1.1pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,714 | $2,193-21.8% | $2,922-41.3% | $2,597-34.0% |
| Participant deferral / active EE | $3,223 | $3,626-11.1% | $4,565-29.4% | $4,028-20.0% |
| Admin fee / account holder | $3,763 | $5,897-36.2% | $8,446-55.4% | $5,403-30.3% |