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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 | $60,642 | $71,872-15.6% | $86,691-30.0% | $68,495-11.5% |
| Participation rate | 83.1% | 72.2%+10.8pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -13.84% | 3.53%-17.4pp | 35.94%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $723 | $2,173-66.7% | $2,837-74.5% | $2,596-72.1% |
| Participant deferral / active EE | $5,916 | $3,779+56.6% | $4,656+27.1% | $4,028+46.9% |
| Admin fee / account holder | $6,357 | $6,112+4.0% | $7,492-15.1% | $5,403+17.7% |