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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 | $57,359 | $25,979+120.8% | $71,755-20.1% | $68,486-16.2% |
| Participation rate | 78.8% | 54.5%+24.3pp | 62.3%+16.5pp | 67.9%+10.9pp |
| Annual return | -17.16% | -15.10%-2.1pp | 9.09%-26.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,080 | $900+131.0% | $1,704+22.1% | $2,597-19.9% |
| Participant deferral / active EE | $4,648 | $1,522+205.4% | $2,656+75.0% | $4,028+15.4% |
| Admin fee / account holder | $2,697 | $2,022+33.4% | $3,972-32.1% | $5,404-50.1% |