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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 | $53,871 | $71,873-25.0% | $86,698-37.9% | $68,490-21.3% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.6pp | 67.9%+20.3pp |
| Annual return | -18.03% | 3.54%-21.6pp | 35.96%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,030 | $2,173+39.4% | $2,837+6.8% | $2,597+16.7% |
| Participant deferral / active EE | $10,462 | $3,779+176.8% | $4,656+124.7% | $4,028+159.7% |
| Admin fee / account holder | $1,097 | $6,110-82.0% | $7,492-85.4% | $5,403-79.7% |