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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 | $63,257 | $71,878-12.0% | $86,698-27.0% | $68,486-7.6% |
| Participation rate | 84.9% | 72.2%+12.7pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -18.27% | 3.53%-21.8pp | 35.95%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,600 | $2,173+19.7% | $2,837-8.3% | $2,597+0.1% |
| Participant deferral / active EE | $5,197 | $3,779+37.5% | $4,656+11.6% | $4,028+29.0% |
| Admin fee / account holder | $5,763 | $6,113-5.7% | $7,493-23.1% | $5,404+6.6% |