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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 | $63,020 | $81,870-23.0% | $119,622-47.3% | $68,486-8.0% |
| Participation rate | 85.2% | 71.9%+13.3pp | 79.3%+5.9pp | 67.9%+17.3pp |
| Annual return | -18.37% | -23.82%+5.4pp | -14.98%-3.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $3,545 | $2,692+31.7% | $4,232-16.2% | $2,597+36.5% |
| Participant deferral / active EE | $7,280 | $4,148+75.5% | $5,601+30.0% | $4,028+80.8% |
| Admin fee / account holder | $2,058 | $6,583-68.7% | $10,328-80.1% | $5,404-61.9% |