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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 | $28,242 | $71,878-60.7% | $86,698-67.4% | $68,486-58.8% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -14.59% | 3.53%-18.1pp | 35.95%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,215 | $2,173+48.0% | $2,837+13.3% | $2,597+23.8% |
| Participant deferral / active EE | $6,716 | $3,779+77.7% | $4,656+44.2% | $4,028+66.7% |
| Admin fee / account holder | $4,019 | $6,113-34.3% | $7,493-46.4% | $5,404-25.6% |