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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 | $59,614 | $73,009-18.3% | $90,756-34.3% | $68,495-13.0% |
| Participation rate | 78.0% | 70.8%+7.2pp | 75.7%+2.4pp | 67.9%+10.2pp |
| Annual return | -18.35% | -13.81%-4.5pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,898 | $2,193+32.2% | $2,922-0.8% | $2,596+11.6% |
| Participant deferral / active EE | $6,219 | $3,626+71.5% | $4,565+36.2% | $4,028+54.4% |
| Admin fee / account holder | $8,680 | $5,896+47.2% | $8,445+2.8% | $5,403+60.6% |