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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 | $64,395 | $81,870-21.3% | $119,622-46.2% | $68,486-6.0% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -17.86% | -23.82%+6.0pp | -14.98%-2.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,363 | $2,692-12.2% | $4,232-44.2% | $2,597-9.0% |
| Participant deferral / active EE | $5,065 | $4,148+22.1% | $5,601-9.6% | $4,028+25.8% |
| Admin fee / account holder | $4,737 | $6,583-28.0% | $10,328-54.1% | $5,404-12.3% |