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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 | $46,884 | $73,009-35.8% | $90,756-48.3% | $68,495-31.6% |
| Participation rate | 92.5% | 70.8%+21.7pp | 75.7%+16.8pp | 67.9%+24.6pp |
| Annual return | -18.68% | -13.81%-4.9pp | -12.16%-6.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,817 | $2,193-17.1% | $2,922-37.8% | $2,596-30.0% |
| Participant deferral / active EE | $9,391 | $3,626+159.0% | $4,565+105.7% | $4,028+133.2% |
| Admin fee / account holder | $8,098 | $5,896+37.4% | $8,445-4.1% | $5,403+49.9% |