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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 | $59,815 | $71,873-16.8% | $86,698-31.0% | $68,490-12.7% |
| Participation rate | 88.3% | 72.2%+16.1pp | 76.6%+11.7pp | 67.9%+20.4pp |
| Annual return | -14.91% | 3.54%-18.5pp | 35.96%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,307 | $2,173+6.2% | $2,837-18.7% | $2,597-11.1% |
| Participant deferral / active EE | $5,084 | $3,779+34.5% | $4,656+9.2% | $4,028+26.2% |
| Admin fee / account holder | $1,915 | $6,110-68.7% | $7,492-74.4% | $5,403-64.5% |