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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 | $36,855 | $73,009-49.5% | $90,760-59.4% | $68,486-46.2% |
| Participation rate | 83.9% | 70.8%+13.0pp | 75.7%+8.2pp | 67.9%+16.0pp |
| Annual return | -18.60% | -13.81%-4.8pp | -12.16%-6.4pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,001 | $2,193+36.9% | $2,922+2.7% | $2,597+15.6% |
| Participant deferral / active EE | $5,921 | $3,626+63.3% | $4,565+29.7% | $4,028+47.0% |
| Admin fee / account holder | $2,871 | $5,896-51.3% | $8,444-66.0% | $5,404-46.9% |