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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 | $73,752 | $110,083-33.0% | $151,645-51.4% | $68,490+7.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -16.55% | -10.12%-6.4pp | 3.34%-19.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,846 | $4,470-58.7% | $6,165-70.1% | $2,597-28.9% |
| Participant deferral / active EE | $5,708 | $6,526-12.5% | $8,363-31.7% | $4,028+41.7% |
| Admin fee / account holder | $919 | $7,718-88.1% | $11,614-92.1% | $5,403-83.0% |