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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 | $56,291 | $71,873-21.7% | $86,698-35.1% | $68,490-17.8% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -15.11% | 3.54%-18.6pp | 35.96%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,814 | $2,173-16.5% | $2,837-36.0% | $2,597-30.1% |
| Participant deferral / active EE | $2,965 | $3,779-21.6% | $4,656-36.3% | $4,028-26.4% |
| Admin fee / account holder | $7,028 | $6,110+15.0% | $7,492-6.2% | $5,403+30.1% |