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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 | $59,384 | $81,870-27.5% | $119,634-50.4% | $68,490-13.3% |
| Participation rate | 78.0% | 71.9%+6.2pp | 79.3%-1.2pp | 67.9%+10.2pp |
| Annual return | -16.12% | -23.82%+7.7pp | -14.98%-1.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,007 | $2,692-25.5% | $4,232-52.6% | $2,597-22.7% |
| Participant deferral / active EE | $4,351 | $4,148+4.9% | $5,601-22.3% | $4,028+8.0% |
| Admin fee / account holder | $11,095 | $6,583+68.5% | $10,329+7.4% | $5,403+105.3% |