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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 | $58,702 | $64,729-9.3% | $112,263-47.7% | $68,490-14.3% |
| Participation rate | 81.0% | 67.2%+13.8pp | 75.1%+5.9pp | 67.9%+13.1pp |
| Annual return | -17.28% | -11.40%-5.9pp | 27.49%-44.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,557 | $2,746-6.9% | $3,636-29.7% | $2,597-1.5% |
| Participant deferral / active EE | $4,618 | $3,566+29.5% | $4,729-2.3% | $4,028+14.7% |
| Admin fee / account holder | $5,125 | $5,222-1.8% | $6,410-20.0% | $5,403-5.1% |