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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 | $56,675 | $81,870-30.8% | $119,608-52.6% | $68,495-17.3% |
| Participation rate | 84.0% | 71.9%+12.1pp | 79.3%+4.7pp | 67.9%+16.1pp |
| Annual return | -15.03% | -23.82%+8.8pp | -14.98%0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,362 | $2,692-12.3% | $4,232-44.2% | $2,596-9.0% |
| Participant deferral / active EE | $6,827 | $4,148+64.6% | $5,601+21.9% | $4,028+69.5% |
| Admin fee / account holder | $2,158 | $6,583-67.2% | $10,326-79.1% | $5,403-60.1% |