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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 | $56,920 | $59,819-4.8% | $79,583-28.5% | $68,490-16.9% |
| Participation rate | 93.3% | 61.1%+32.3pp | 69.5%+23.8pp | 67.9%+25.4pp |
| Annual return | -13.27% | -12.30%-1.0pp | 0.16%-13.4pp | -7.85%-5.4pp |
| Employer contribution / active EE | $3,860 | $1,505+156.4% | $2,414+59.9% | $2,597+48.7% |
| Participant deferral / active EE | $3,195 | $3,025+5.6% | $3,986-19.8% | $4,028-20.7% |
| Admin fee / account holder | $2,547 | $4,835-47.3% | $6,835-62.7% | $5,403-52.9% |