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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 | $72,920 | $110,106-33.8% | $151,634-51.9% | $68,494+6.5% |
| Participation rate | 98.3% | 84.0%+14.4pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | -15.27% | -10.24%-5.0pp | 3.32%-18.6pp | -7.86%-7.4pp |
| Employer contribution / active EE | $2,618 | $4,470-41.4% | $6,165-57.5% | $2,597+0.8% |
| Participant deferral / active EE | $7,462 | $6,527+14.3% | $8,363-10.8% | $4,028+85.3% |
| Admin fee / account holder | $719 | $7,719-90.7% | $11,614-93.8% | $5,403-86.7% |