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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 | $55,512 | $110,083-49.6% | $151,645-63.4% | $68,490-18.9% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -12.81% | -10.12%-2.7pp | 3.34%-16.1pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,976 | $4,470-33.4% | $6,165-51.7% | $2,597+14.6% |
| Participant deferral / active EE | $4,565 | $6,526-30.1% | $8,363-45.4% | $4,028+13.3% |
| Admin fee / account holder | $6,964 | $7,718-9.8% | $11,614-40.0% | $5,403+28.9% |