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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 | $52,473 | $81,870-35.9% | $119,608-56.1% | $68,495-23.4% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -14.51% | -23.82%+9.3pp | -14.98%+0.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,770 | $2,692+2.9% | $4,232-34.6% | $2,596+6.7% |
| Participant deferral / active EE | $5,655 | $4,148+36.3% | $5,601+1.0% | $4,028+40.4% |
| Admin fee / account holder | $1,845 | $6,583-72.0% | $10,326-82.1% | $5,403-65.9% |