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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 | $60,890 | $73,009-16.6% | $90,756-32.9% | $68,495-11.1% |
| Participation rate | 95.7% | 70.8%+24.9pp | 75.7%+20.1pp | 67.9%+27.9pp |
| Annual return | -16.62% | -13.81%-2.8pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,399 | $2,193+9.4% | $2,922-17.9% | $2,596-7.6% |
| Participant deferral / active EE | $5,942 | $3,626+63.9% | $4,565+30.2% | $4,028+47.5% |
| Admin fee / account holder | $362 | $5,896-93.9% | $8,445-95.7% | $5,403-93.3% |