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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 | $47,948 | $71,873-33.3% | $86,698-44.7% | $68,490-30.0% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.7pp | 67.9%+25.4pp |
| Annual return | -13.60% | 3.54%-17.1pp | 35.96%-49.6pp | -7.85%-5.7pp |
| Employer contribution / active EE | $797 | $2,173-63.3% | $2,837-71.9% | $2,597-69.3% |
| Participant deferral / active EE | $5,624 | $3,779+48.8% | $4,656+20.8% | $4,028+39.6% |
| Admin fee / account holder | $4,682 | $6,110-23.4% | $7,492-37.5% | $5,403-13.3% |