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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 | $59,849 | $64,719-7.5% | $112,249-46.7% | $68,486-12.6% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -19.42% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $7,813 | $2,747+184.4% | $3,636+114.9% | $2,597+200.9% |
| Participant deferral / active EE | $7,187 | $3,565+101.6% | $4,729+52.0% | $4,028+78.4% |
| Admin fee / account holder | $596 | $5,232-88.6% | $6,412-90.7% | $5,404-89.0% |