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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 | $60,989 | $64,719-5.8% | $112,249-45.7% | $68,486-10.9% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -19.41% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $5,658 | $2,747+106.0% | $3,636+55.6% | $2,597+117.9% |
| Participant deferral / active EE | $3,977 | $3,565+11.5% | $4,729-15.9% | $4,028-1.3% |
| Admin fee / account holder | $4,246 | $5,232-18.9% | $6,412-33.8% | $5,404-21.4% |