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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 | $60,257 | $42,917+40.4% | $60,899-1.1% | $68,495-12.0% |
| Participation rate | 88.1% | 66.8%+21.4pp | 73.1%+15.0pp | 67.9%+20.2pp |
| Annual return | -10.28% | -13.99%+3.7pp | 16.92%-27.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,900 | $1,979-4.0% | $2,702-29.7% | $2,596-26.8% |
| Participant deferral / active EE | $1,696 | $2,867-40.8% | $3,817-55.6% | $4,028-57.9% |
| Admin fee / account holder | $2,965 | $3,102-4.4% | $3,225-8.1% | $5,403-45.1% |