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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 | $64,286 | $71,873-10.6% | $86,698-25.9% | $68,490-6.1% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -14.36% | 3.54%-17.9pp | 35.96%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,256 | $2,173+49.8% | $2,837+14.8% | $2,597+25.4% |
| Participant deferral / active EE | $3,324 | $3,779-12.0% | $4,656-28.6% | $4,028-17.5% |
| Admin fee / account holder | $5,672 | $6,110-7.2% | $7,492-24.3% | $5,403+5.0% |