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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 | $64,477 | $81,870-21.2% | $119,622-46.1% | $68,486-5.9% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.2pp | 67.9%+29.5pp |
| Annual return | -14.43% | -23.82%+9.4pp | -14.98%+0.6pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,086 | $2,692-22.5% | $4,232-50.7% | $2,597-19.7% |
| Participant deferral / active EE | $4,626 | $4,148+11.5% | $5,601-17.4% | $4,028+14.9% |
| Admin fee / account holder | $444 | $6,583-93.3% | $10,328-95.7% | $5,404-91.8% |